Ma Investment Partnership, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Ma Investment Partnership, LP reported 13 stock positions worth $561.4 million. Its top holding was Sandisk (SNDK) at 40.5% of the portfolio, followed by Nvidia (NVDA, 14.3%) and Advanced Micro Devices (AMD, 10.3%). Compared with Q1 2026, it opened 3 new positions and added to 2. The biggest buy was a new position in Silicon Motion Technol-ADR (SIMO).
- Most Recent 13F
- Q2 2026
- Location
- HILLSBOROUGH, CA
- CIK
- 0001536336
- Portfolio Value
- $561.4M (Q2 2026)
- SEC Filing
- 0001536336-26-000005 ↗ filed Aug 17, 2026
Holdings Value
Holdings 13 stocks · $561.4M
| SNDK Sandisk Corp. | 40.50% | 100,000 | $227.4M | No change |
| NVDA Nvidia Corp. | 14.26% | 400,000 | $80.0M | Add +100.0% |
| AMD Advanced Micro Devices | 10.35% | 100,000 | $58.1M | No change |
| RDDT Reddit Inc. Class A | 6.18% | 200,000 | $34.7M | Add +100.0% |
| VRT Vertiv Holdings Co. Class A | 5.96% | 100,000 | $33.5M | No change |
| SIMO Silicon Motion Technol-ADR | 5.94% | 100,000 | $33.3M | New |
| BE Bloom Energy Corp. Class A | 5.39% | 100,000 | $30.3M | No change |
| VIAV Viavi Solutions Inc. | 4.25% | 500,000 | $23.9M | No change |
| VSXY Victoria's Secret & Co. | 2.97% | 200,000 | $16.7M | New |
| BABA Alibaba Group Holding-SP ADR | 1.71% | 100,000 | $9.6M | No change |
| LMND Lemonade Inc. | 1.16% | 100,000 | $6.5M | No change |
| BAND Bandwidth Inc. Class A | 1.13% | 100,000 | $6.3M | New |
| SOGP Sound Group Inc. | 0.20% | 100,000 | $1.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||