2026 Q1 Portfolio Activity
In 2026 Q1, Altai Capital Management, L.P. maintained a portfolio of 5 distinct positions.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
DMRC (38.8%)
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 Q1
| 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 | 38.81% | 45.93% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,769,346 | $13,597 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
OSUR
ORASURE TECHNOL...
|
Healthcare | 30.95% | 22.89% |
#2
Prev: #2
|
6.0 |
—
|
-127,000 | -3.4% |
P
S
|
3,613,836 | $10,842 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SKYH
SKY HARBOUR GRO...
|
Real Estate | 19.67% | 16.33% |
#3
Prev: #3
|
5.5 |
—
|
-4,971 | -0.7% |
P
S
|
715,327 | $6,889 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
YTRA
YATRA ONLINE IN...
|
Consumer Cyclical | 10.31% | 14.64% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
3,252,708 | $3,611 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SKYH/WS
CALL
SKY HARBOUR GRO...
|
CALL Option | 0.26% | 0.21% |
#5
Prev: #5
|
1.6 |
—
|
no change | no change |
P
S
|
130,961 | $92 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 |
Showing 1-5 of 5 holdings