Ma Investment Partnership, LP reported 12 positions worth $560.31M for the quarter ended Jun 30, 2026, up 171.6% on the prior quarter. It opened 3 new positions, added to 2, trimmed 0 and exited 0. Its largest holding is Sandisk Corp at 40.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK Sandisk Corp | Technology | 100.0K | $227.37M | 40.58% | 0 | 0.0% | Unchanged | 0.07% |
| 2 | NVDA Nvidia Corp | Technology | 400.0K | $80.04M | 14.28% | +200.0K | +100.0% | Added | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 100.0K | $58.09M | 10.37% | 0 | 0.0% | Unchanged | 0.01% |
| 4 | RDDT Reddit, Inc. | Technology | 200.0K | $34.72M | 6.2% | +100.0K | +100.0% | Added | 0.14% |
| 5 | VRT Vertiv Holdings Co | Industrials | 100.0K | $33.48M | 5.98% | 0 | 0.0% | Unchanged | 0.03% |
| 6 | SIMO Silicon Motion Technology CORP | Technology | 100.0K | $33.33M | 5.95% | +100.0K | – | New | 0.3% |
| 7 | BE Bloom Energy Corp | Industrials | 100.0K | $30.27M | 5.4% | 0 | 0.0% | Unchanged | 0.03% |
| 8 | VIAV Viavi Solutions Inc. | Technology | 500.0K | $23.88M | 4.26% | 0 | 0.0% | Unchanged | 0.2% |
| 9 | VSXY Victoria's Secret & Co. | Consumer Discretionary | 200.0K | $16.70M | 2.98% | +200.0K | – | New | 0.25% |
| 10 | BABA Alibaba Group Holding Ltd | Technology | 100.0K | $9.60M | 1.71% | 0 | 0.0% | Unchanged | 0% |
| 11 | LMND Lemonade, Inc. | Financial Services | 100.0K | $6.51M | 1.16% | 0 | 0.0% | Unchanged | 0.13% |
| 12 | BAND Bandwidth Inc. | Technology | 100.0K | $6.33M | 1.13% | +100.0K | – | New | 0.31% |
Tip. Select a row to see that position’s full history at Ma Investment Partnership.
As of its Q2 2026 13F filing, Ma Investment Partnership, LP’s five largest positions were Sandisk Corp (SNDK) at 40.6%, Nvidia Corp (NVDA) at 14.3%, Advanced Micro Devices Inc (AMD) at 10.4%, Reddit, Inc. (RDDT) at 6.2%, Vertiv Holdings Co (VRT) at 6.0% of the reported portfolio.
Ma Investment Partnership, LP reported a 13F portfolio worth $560.31M across 12 positions for Q2 2026. That is up 171.6% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($40.02M), Silicon Motion Technology CORP ($33.33M), Reddit, Inc. ($17.36M). It opened 3 new positions.
From the Form 13F-HR reports Ma Investment Partnership, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.