ACM
Altai Capital Management Portfolio holdings
AUM
$34.9M
1-Year Est. Return
28.16%
This Fund
S&P 500
1 Year Est. Return
-28.16%
AUM
$39.5M
AUM Growth
-$11.3M
(-22%)
Holding
5
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 46.03% |
| 2 | Healthcare | 22.94% |
| 3 | Real Estate | 16.37% |
| 4 | Consumer Discretionary | 14.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Digimarc Corporation Common Stock
DMRC
$344M
| $18.2M | 46.03% |
2,769,346
|
|
||
2
OraSure Technologies
OSUR
$275M
| $9.05M | 22.94% |
3,740,836
-8,000
|
|
||
3
Sky Harbour Group
SKYH
$320M
| $6.46M | 16.37% |
720,298
|
|
||
4
Yatra Online
YTRA
$57.2M
| $5.79M | 14.67% |
3,252,708
|
|
||
|
5
Sky Harbour Group Warrants
SKYH.WS
$13.4M
| – | – |
0
|
|