account_balance
Investment manager · 13F filer · SEC CIK 1385702
Mak Capital One LLC
Reported value$714Mas of Jun 30, 2026
Positions17 1 new, 5 sold out
Top 10 weight82.5%AGYS alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGYSAgilysys Inc
17.5%
GGALGrupo Financiero Galicia S.a
10.4%Added +4%
ACHCAcadia Healthcare Company In
10.1%
QUREUniqure NV
8.0%Added +179%
SKYChampion Homes Inc
7.8%Trimmed −51%
AUTLAutolus Therapeutics Ltd
7.5%
CLPTClearpoint Neuro Inc
5.9%Added +25%
SUPVGrupo Supervielle S.a.
5.8%
CAICaris Life Sciences Inc
4.8%New
ANNXAnnexon Inc
4.7%Added +24%
LABStandard Biotools Inc
3.3%Added +10%
LODEComstock Inc
3.0%Trimmed −10%
AGYSAgilysys Inc
17.5%
GGALGrupo Financiero Galicia S.a
10.4%Added +4%
ACHCAcadia Healthcare Company In
10.1%
QUREUniqure NV
8.0%Added +179%
SKYChampion Homes Inc
7.8%Trimmed −51%
AUTL7.5%CLPT5.9%SUPV5.8%CAI4.8%ANNX4.7%LAB3.3%LODE3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGYS Agilysys Inc 17.5% HeldGGAL Grupo Financiero Galicia S.a 10.4% Added +4%ACHC Acadia Healthcare Company In 10.1% HeldQURE Uniqure NV 8.0% Added +179%SKY Champion Homes Inc 7.8% Trimmed −51%AUTL Autolus Therapeutics Ltd 7.5% HeldCLPT Clearpoint Neuro Inc 5.9% Added +25%SUPV Grupo Supervielle S.a. 5.8% HeldCAI Caris Life Sciences Inc 4.8% NewANNX Annexon Inc 4.7% Added +24%LAB Standard Biotools Inc 3.3% Added +10%LODE Comstock Inc 3.0% Trimmed −10%
What changed