Ma Investment Partnership, Lp Portfolio Stock Holdings
Ma Investment Partnership, Lp disclosed 10 stock positions valued at approximately $208.0 million in its latest SEC 13F filing. The largest holdings include SANDISK CORP, NVIDIA CORPORATION, and VERTIV HOLDINGS CO. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $208.0M
Holdings by Sector
Ma Investment Partnership, Lp Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 30.55% | 100,000 | - | - | $63,534,000 |
| NVIDIA CORPORATION | NVDA | Technology | 16.77% | 200,000 | +200,000 | +100.00% | $34,880,000 |
| VERTIV HOLDINGS CO | VRT | Industrials | 12.05% | 100,000 | - | - | $25,058,000 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 9.78% | 100,000 | -50,000 | -33.33% | $20,343,000 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 8.00% | 500,000 | +300,000 | +150.00% | $16,640,000 |
| BLOOM ENERGY CORP | BE | Industrials | 6.51% | 100,000 | - | - | $13,549,000 |
| REDDIT INC | RDDT | Communication Services | 6.47% | 100,000 | +100,000 | +100.00% | $13,465,000 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 6.03% | 100,000 | -50,000 | -33.33% | $12,546,000 |
| LEMONADE INC | LMND | Financial Services | 3.01% | 100,000 | - | - | $6,268,000 |