2026 Q2 Portfolio Activity
In 2026 Q2, Altai Capital Management, L.P. maintained a portfolio of 5 distinct positions.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
DMRC (46.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Altai Capital Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DMRC
DIGIMARC CORP N...
|
Technology | 46.41% | 38.81% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,769,346 | $22,764 |
$20.94
-75.6%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
OSUR
ORASURE TECHNOL...
|
Healthcare | 32.86% | 30.95% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
3,613,836 | $16,118 |
$3.10
+8.2%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
SKYH
SKY HARBOUR GRO...
|
Real Estate | 14.35% | 19.67% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
715,327 | $7,039 |
$9.66
+7.2%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
YTRA
YATRA ONLINE IN...
|
Consumer Cyclical | 6.25% | 10.31% |
#4
Prev: #4
|
4.0 |
—
|
no change | no change |
P
S
|
3,252,708 | $3,065 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SKYH/WS
CALL
SKY HARBOUR GRO...
|
CALL Option | 0.12% | 0.26% |
#5
Prev: #5
|
1.5 |
—
|
no change | no change |
P
S
|
130,961 | $60 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-5 of 5 holdings