Ma Investment Partnership, LP
Holdings as of 2026-06-30, filed 2026-08-17
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 48 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
13
Value reported by manager
$561.4M
Sum of our stored positions
$561.4M
should match the line above
Disclosure lag
48 d
quarter end to filing
Top 5 concentration
77.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
13 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SANDISK CORP | COM | $227.4M | 100,000 | — | 80004C200 |
| NVIDIA CORPORATION | COM | $80M | 400,000 | — | 67066G104 |
| ADVANCED MICRO DEVICES INC | COM | $58.1M | 100,000 | — | 007903107 |
| REDDIT INC | CL A | $34.7M | 200,000 | — | 75734B100 |
| VERTIV HOLDINGS CO | COM CL A | $33.5M | 100,000 | — | 92537N108 |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | $33.3M | 100,000 | — | 82706C108 |
| BLOOM ENERGY CORP | COM CL A | $30.3M | 100,000 | — | 093712107 |
| VIAVI SOLUTIONS INC | COM | $23.9M | 500,000 | — | 925550105 |
| VICTORIAS SECRET AND CO | COMMON STOCK | $16.7M | 200,000 | — | 926400102 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $9.6M | 100,000 | — | 01609W102 |
| LEMONADE INC | COM | $6.5M | 100,000 | — | 52567D107 |
| BANDWIDTH INC | COM CL A | $6.3M | 100,000 | — | 05988J103 |
| SOUND GROUP INC | SPONSORED ADS | $1.1M | 100,000 | — | 53933L203 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-17