Ma Investment Partnership, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Ma Investment Partnership, Lp disclosed 13 stock positions valued at approximately $561.43M as of quarter-end June 30, 2026. The largest holdings include SANDISK CORP, NVIDIA CORPORATION, and ADVANCED MICRO DEVICES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $561.43M
Holdings by Sector
Ma Investment Partnership, Lp Portfolio Holdings in Q2 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 40.50% | 100,000 | - | - | $227,373,000 |
| NVIDIA CORPORATION | NVDA | Technology | 14.26% | 400,000 | +200,000 | +100.00% | $80,036,000 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 10.35% | 100,000 | - | - | $58,091,000 |
| REDDIT INC | RDDT | Communication Services | 6.18% | 200,000 | +100,000 | +100.00% | $34,716,000 |
| VERTIV HOLDINGS CO | VRT | Industrials | 5.96% | 100,000 | - | - | $33,482,000 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 5.94% | 100,000 | +100,000 | +100.00% | $33,333,000 |
| BLOOM ENERGY CORP | BE | Industrials | 5.39% | 100,000 | - | - | $30,270,000 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 4.25% | 500,000 | - | - | $23,875,000 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 2.97% | 200,000 | +200,000 | +100.00% | $16,696,000 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.71% | 100,000 | - | - | $9,598,000 |
| LEMONADE INC | LMND | Financial Services | 1.16% | 100,000 | - | - | $6,505,000 |
| BANDWIDTH INC | BAND | Technology | 1.13% | 100,000 | +100,000 | +100.00% | $6,330,000 |