MAK CAPITAL ONE LLC
NEW YORK NY · SEC CIK 0001385702
$7.14亿2026Q2 申报市值
17持仓数
82.5%前十大占比 · 第一大 17.5%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QURE 加仓+$3,642.64万
CAI 新建仓+$3,452.14万
CLPT 加仓+$846.28万
ANNX 加仓+$649.88万
GGAL 加仓+$284.17万
2026Q2 卖出最多 按季末市值估算
SKY 减仓-$5,727.80万
COUR 清仓-$3,270.11万
UDEMY INC 清仓-$1,690.24万
PROTALIX BIOTHER 清仓-$769.08万
LODE 减仓-$238.60万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | $1.25亿 | 17.46% | 1,192,730 | 0 | 0.0% | — | 不变 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $7,433.83万 | 10.41% | 1,485,875 | 56,800 | 4.0% | $284.17万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $7,184.54万 | 10.07% | 2,432,962 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $5,674.83万 | 7.95% | 1,232,051 | 790,846 | 179.2% | $3,642.64万 | 加仓 |
| SKY | CHAMPION HOMES INC | $5,572.48万 | 7.81% | 632,374 | -650,000 | -50.7% | -$5,727.80万 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $5,379.44万 | 7.54% | 33,621,487 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC | $4,238.54万 | 5.94% | 2,375,861 | 474,372 | 24.9% | $846.28万 | 加仓 |
| SUPV | GRUPO SUPERVIELLE S.A. | $4,105.50万 | 5.75% | 4,250,000 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $3,452.14万 | 4.84% | 1,937,229 | 1,937,229 | — | $3,452.14万 | 新建仓 |
| ANNX | ANNEXON INC | $3,347.30万 | 4.69% | 5,862,180 | 1,138,137 | 24.1% | $649.88万 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $2,370.52万 | 3.32% | 28,813,904 | 2,641,278 | 10.1% | $217.30万 | 加仓 |
| LODE | COMSTOCK INC | $2,159.11万 | 3.02% | 5,190,177 | -573,552 | -10.0% | -$238.60万 | 减仓 |
| CYRX | CRYOPORT INC | $2,005.45万 | 2.81% | 1,277,359 | -145,906 | -10.3% | -$229.07万 | 减仓 |
| HNST | HONEST CO INC | $1,748.05万 | 2.45% | 4,776,088 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $1,620.70万 | 2.27% | 536,832 | 0 | 0.0% | — | 不变 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $1,476.10万 | 2.07% | 1,032,958 | 114,285 | 12.4% | $163.31万 | 加仓 |
| — | YATRA ONLINE INC | $1,146.93万 | 1.61% | 12,170,301 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$7,437.00万 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -5,618,749 | -100.0% | -$3,270.11万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -3,658,520 | -100.0% | -$1,690.24万 | 清仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -3,544,139 | -100.0% | -$769.08万 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -80,479 | -100.0% | -$80.64万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -561,538 | -100.0% | -$13.86万 | 清仓 |