Michael Kaufman
Mak Capital One Llc
Assets Managed
$678.691M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-25.32%(2Q avg: 7.22%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mak Capital One Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.
Assets under management
The assets under management (AUM) of Mak Capital One Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 678.691M in assets, with a quarterly growth rate of -25.32% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Michael Kaufman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SKY Champion Homes Inc
| 25.01% | $169.74M 2.282M shares@ $74.37 avg price | Decreased -34.78% |
AGYS Agilysys Inc
| 12.51% | $84.851M 1.193M shares@ $71.14 avg price | Decreased -21.54% |
GGAL Grupo Financiero Galicia-adr
| 9.84% | $66.752M 1.429M shares@ $46.71 avg price | Increased 6.38% |
ACHC Acadia Healthcare Co Inc
| 8.39% | $56.907M 2.433M shares@ $23.39 avg price | New Position |
AUTL Autolus Therapeutics Plc
| 6.84% | $46.398M 33.621M shares@ $1.38 avg price | Increased 12.06% |
SUPV Grupo Supervielle Sa-sp Adr
| 5.91% | $40.078M 4.25M shares@ $9.43 avg price | Increased 6.25% |
COUR Coursera Inc
| 4.82% | $32.701M 5.619M shares@ $5.82 avg price | Increased 49.78% |
ANNX Annexon Inc
| 3.86% | $26.171M 4.724M shares@ $5.54 avg price | Increased 59.68% |
LAB Standard Biotools Inc
| 3.55% | $24.06M 26.173M shares@ $0.92 avg price | Increased 35.7% |
LODE Comstock Inc
| 2.6% | $17.579M 5.764M shares@ $3.05 avg price | New Position |
1-10 of 21