Altai Capital Management L P's Q4 2024 13F: 2 positions resized, no new positions or exits
Form 13F-HR for the quarter ended Dec 31, 2024 · filed Feb 14, 2025 · 4 reported positions · accession 0001478982-25-000001
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | E2OPEN PARENT HOLDINGS INC COM CL A (ETWO) | 17.7% | 9.5% | −8.1 pts | +312K sh | +7% |
| Reduced | YATRA ONLINE INC ORD SHS (YTRA) | 5.5% | 3.3% | −2.2 pts | −74,962 sh | −2% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | DIGIMARC CORP NEW COM (DMRC) | 69.1% | 80.2% | |
| 2 | E2OPEN PARENT HOLDINGS INC COM CL A (ETWO) | 17.7% | 9.5% | |
| 3 | SKY HARBOUR GROUP CORPORATIO COM CL A (SKYH) | 7.7% | 7.0% | |
| 4 | YATRA ONLINE INC ORD SHS (YTRA) | 5.5% | 3.3% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).