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Asset Manager ← All Institutions

Altai Capital Management, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$55M
-4.6%
Holdings
5
New Purchases
0
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OSUR 11.78% 0.92% +10.86% $6M
DMRC 66.44% 61.52% +4.91% $37M
YTRA 5.76% 4.48% +1.28% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ETWO 2.73% 16.04% -13.31% $2M
SKYH 13.30% 17.03% -3.74% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 3 $45M 82.5%
Micro Cap 2 $10M 17.5%

Portfolio Analytics

Avg Market Cap
$465M
Median Market Cap
$304M
Avg P/E
22.6
Median P/E
22.6
Avg Dividend Yield
—%
Avg Beta
1.04
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DMRC 66.44% 2,769,346 $37M $13.21 $1M
2 SKYH 13.30% 749,546 $7M $9.77 -$3M -6,000 -0.8%
3 OSUR 11.78% 2,162,348 $6M $3.00 $6M +2,004,433 +1269.3%
4 YTRA 5.76% 3,252,708 $3M $0.97 $585K -64,487 -1.9%
5 ETWO 2.73% 465,354 $2M $3.23 -$8M -4,163,716 -90.0%
View SEC EDGAR Filings for Altai Capital Management, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms