Mak Capital One LLC Top Holdings and 13F Report (2021) About Mak Capital One LLCInvestment ActivityMak Capital One LLC has $678.69 million in total holdings as of September 30, 2021.Mak Capital One LLC owns shares of 21 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 22.32% of the portfolio was purchased this quarter.About 31.71% of the portfolio was sold this quarter.This quarter, Mak Capital One LLC has purchased 21 new stocks and bought additional shares in 8 stocks.Mak Capital One LLC sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings Champion Homes $169,740,154Agilysys $84,850,812Grupo Financiero Galicia $66,752,093Acadia Healthcare $56,906,981Autolus Therapeutics $46,397,652 Largest New Holdings this Quarter 00404A109 - Acadia Healthcare $56,906,981 Holding205750409 - COMSTOCK INC $17,579,373 Holding18507C103 - ClearPoint Neuro $17,303,550 Holding74365A309 - Protalix BioTherapeutics $7,690,782 HoldingN90064101 - uniQure $7,213,702 Holding Largest Purchases this Quarter Acadia Healthcare 2,432,962 shares (about $56.91M)COMSTOCK INC 5,763,729 shares (about $17.58M)ClearPoint Neuro 1,901,489 shares (about $17.30M)Coursera 1,867,381 shares (about $10.87M)Annexon 1,765,516 shares (about $9.78M) Largest Sales this Quarter Champion Homes 1,217,626 shares (about $90.55M)Agilysys 327,600 shares (about $23.31M)Udemy 111,242 shares (about $513.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMak Capital One LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSKYChampion Homes$169,740,154$90,554,845 â–¼-34.8%2,282,37425.0%ConstructionAGYSAgilysys$84,850,812$23,305,464 â–¼-21.5%1,192,73012.5%Computer and TechnologyGGALGrupo Financiero Galicia$66,752,093$3,997,769 â–²6.4%1,429,0759.8%FinanceACHCAcadia Healthcare$56,906,981$56,906,981 â–²New Holding2,432,9628.4%MedicalAUTLAutolus Therapeutics$46,397,652$4,990,279 â–²12.1%33,621,4876.8%MedicalSUPVGrupo Supervielle$40,077,500$2,357,500 â–²6.3%4,250,0005.9%FinanceCOURCoursera$32,701,119$10,868,157 â–²49.8%5,618,7494.8%Business ServicesANNXAnnexon$26,171,198$9,780,959 â–²59.7%4,724,0433.9%MedicalLABStandard BioTools$24,060,495$6,328,891 â–²35.7%26,172,6263.5%MedicalCOMSTOCK INC$17,579,373$17,579,373 â–²New Holding5,763,7292.6%COM SHSCLPTClearPoint Neuro$17,303,550$17,303,550 â–²New Holding1,901,4892.5%MedicalUDMYUdemy$16,902,362$513,938 â–¼-3.0%3,658,5202.5%Computer and TechnologyCVECenovus Energy$14,242,1530.0%536,8322.1%EnergyHNSTHonest$14,041,699$3,667,309 â–²35.3%4,776,0882.1%Consumer DiscretionaryYTRAYatra Online$13,509,0340.0%12,170,3012.0%Computer and TechnologyCYRXCryoPort$11,784,634$1,855,051 â–²18.7%1,423,2651.7%TransportationPESIPerma-Fix Environmental Services$9,820,6140.0%918,6731.4%IndustrialsPLXProtalix BioTherapeutics$7,690,782$7,690,782 â–²New Holding3,544,1391.1%MedicalQUREuniQure$7,213,702$7,213,702 â–²New Holding441,2051.1%MedicalFVRRFiverr International$806,400$806,400 â–²New Holding80,4790.1%Retail/WholesaleSGMOSangamo Therapeutics$138,644$138,644 â–²New Holding561,5380.0%MedicalQCOMQualcomm$0$67,395,753 â–¼-100.0%00.0%Computer and TechnologyTALKTalkspace$0$8,041,670 â–¼-100.0%00.0%MedicalDAWNDay One Biopharmaceuticals$0$7,700,231 â–¼-100.0%00.0%MedicalSMRTSmartRent$0$7,227,505 â–¼-100.0%00.0%Business ServicesMITKMitek Systems$0$6,689,744 â–¼-100.0%00.0%Computer and TechnologyVPGVishay Precision Group$0$1,972,201 â–¼-100.0%00.0%Computer and TechnologyDAVAEndava$0$1,789,040 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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