Ma Investment Partnership, LP 13F Holdings · Q2 2026
Ma Investment Partnership, LP reported 13 securities worth $561.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNDK (40.50%), NVDA (14.26%), AMD (10.35%). Among its top 25 positions this quarter: 3 new, 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $227.4M | 40.50% | 100,000 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $80.0M | 14.26% | 400,000 | Added |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $58.1M | 10.35% | 100,000 | Hold |
| 4 | RDDT | REDDIT INC | $34.7M | 6.18% | 200,000 | Added |
| 5 | VRT | VERTIV HOLDINGS CO | $33.5M | 5.96% | 100,000 | Hold |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | $33.3M | 5.94% | 100,000 | New |
| 7 | BE | BLOOM ENERGY CORP | $30.3M | 5.39% | 100,000 | Hold |
| 8 | VIAV | VIAVI SOLUTIONS INC | $23.9M | 4.25% | 500,000 | Hold |
| 9 | VSXY | VICTORIAS SECRET AND CO | $16.7M | 2.97% | 200,000 | New |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $9.6M | 1.71% | 100,000 | Hold |
| 11 | LMND | LEMONADE INC | $6.5M | 1.16% | 100,000 | Hold |
| 12 | BAND | BANDWIDTH INC | $6.3M | 1.13% | 100,000 | New |
| 13 | SOGP | SOUND GROUP INC | $1.1M | 0.20% | 100,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR