Ma Investment Partnership, LP 13F holdings
Ma Investment Partnership, LP reported 13 positions with a total reported value of $561.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-17. Top holdings by reported value: SNDK SANDISK CORP (40.5%), NVDA NVIDIA CORPORATION (14.3%), AMD ADVANCED MICRO DEVICES INC (10.3%), RDDT REDDIT INC (6.2%), VRT VERTIV HOLDINGS CO (6.0%). Against 2026-03-31 it opened 3 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
13 largest of 13 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNDK SANDISK CORP | 100,000 | $227.4M | 40.5% |
| NVDA NVIDIA CORPORATION | 400,000 | $80.0M | 14.3% |
| AMD ADVANCED MICRO DEVICES INC | 100,000 | $58.1M | 10.3% |
| RDDT REDDIT INC | 200,000 | $34.7M | 6.2% |
| VRT VERTIV HOLDINGS CO | 100,000 | $33.5M | 6.0% |
| SIMO SILICON MOTION TECHNOLOGY CO | 100,000 | $33.3M | 5.9% |
| BE BLOOM ENERGY CORP | 100,000 | $30.3M | 5.4% |
| VIAV VIAVI SOLUTIONS INC | 500,000 | $23.9M | 4.3% |
| VSXY VICTORIAS SECRET AND CO | 200,000 | $16.7M | 3.0% |
| BABA ALIBABA GROUP HLDG LTD | 100,000 | $9.6M | 1.7% |
| LMND LEMONADE INC | 100,000 | $6.5M | 1.2% |
| BAND BANDWIDTH INC | 100,000 | $6.3M | 1.1% |
| SOGP SOUND GROUP INC | 100,000 | $1.1M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NVDA NVIDIA CORPORATION | 200,000 | 400,000 | +100.0% | $80.0M |
| RDDT REDDIT INC | 100,000 | 200,000 | +100.0% | $34.7M |
Decreases
No position was decreased.
CIK 1536336 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
