Ma Investment Partnership, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 18, 2026), Ma Investment Partnership, LP reported 8 stock positions worth $114.6 million. Its top holding was Advanced Micro Devices (AMD) at 28.0% of the portfolio, followed by Sandisk (SNDK, 20.7%) and Alibaba Group Holding-SP ADR (BABA, 19.2%).
- Most Recent 13F
- Q2 2026
- Location
- HILLSBOROUGH, CA
- CIK
- 0001536336
- Portfolio Value
- $114.6M (Q4 2025)
- SEC Filing
- 0001536336-26-000003 ↗ filed May 18, 2026
Holdings Value
Holdings 8 stocks · $114.6M
| AMD Advanced Micro Devices | 28.04% | 150,000 | $32.1M | — |
| SNDK Sandisk Corp. | 20.72% | 100,000 | $23.7M | — |
| BABA Alibaba Group Holding-SP ADR | 19.19% | 150,000 | $22.0M | — |
| VRT Vertiv Holdings Co. Class A | 14.14% | 100,000 | $16.2M | — |
| BE Bloom Energy Corp. Class A | 7.58% | 100,000 | $8.7M | — |
| LMND Lemonade Inc. | 6.21% | 100,000 | $7.1M | — |
| VIAV Viavi Solutions Inc. | 3.11% | 200,000 | $3.6M | — |
| SOGP Sound Group Inc. | 1.01% | 100,000 | $1.2M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.