Altai Capital Management, L.P.

IRVINE, CA · CIK 1478982 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2009 · limited partnership

Assets managed$49.8m
Staff4 · 2 in investment roles
Main clients (by assets)High net worth individuals 77%, Private funds 23%
Private funds1 (1 hedge) · $11.2m gross assets
Form ADV · 2026-03-31SEC adviser record

$26.2m reported value -24.9% vs Q1 2026

4positions

100.0%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($60 notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ORASURE TECHNOLOGIES INC COM OSUR	OSUR	3,613,836	$16.1m61.41%	61.41%	Unchanged
2	SKY HARBOUR GROUP CORPORATIO COM CL A SKYH	SKYH	715,327	$7.0m26.82%	26.82%	Unchanged
3	YATRA ONLINE INC ORD SHS YTRA	YTRA	3,252,708	$3.1m11.68%	11.68%	Unchanged
4	DIGIMARC CORP NEW COM COM		2,769,346	$22.8k0.09%	0.09%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SKY HARBOUR GROUP CORPORATIO SKYH.WS · Call	SKYH.WS	Call	130,961	$60131.0k shares	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
DIGIMARC CORP NEW 13D · filed 2025-08-04		12.9%	no change	13D	2025-08-04
ORASURE TECHNOLOGIES INC OSUR · 13D · filed 2026-04-20	OSUR	5.2%≈ $16.1m	no change	13D	2026-04-20
YATRA ONLINE INC YTRA · 13D · filed 2026-03-05	YTRA	5.1%≈ $3.1m	-0.4 pts	13D	2026-03-05