Ma Investment Partnership, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Ma Investment Partnership, LP reported 10 stock positions worth $208.0 million. Its top holding was Sandisk (SNDK) at 30.5% of the portfolio, followed by Nvidia (NVDA, 16.8%) and Vertiv Class A (VRT, 12.0%). Compared with Q4 2025, it opened 2 new positions, added to 1 and reduced 2. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Advanced Micro Devices (AMD, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- HILLSBOROUGH, CA
- CIK
- 0001536336
- Portfolio Value
- $208.0M (Q1 2026)
- SEC Filing
- 0001536336-26-000004 ↗ filed May 18, 2026
Holdings Value
Holdings 10 stocks · $208.0M
| SNDK Sandisk Corp. | 30.55% | 100,000 | $63.5M | No change |
| NVDA Nvidia Corp. | 16.77% | 200,000 | $34.9M | New |
| VRT Vertiv Holdings Co. Class A | 12.05% | 100,000 | $25.1M | No change |
| AMD Advanced Micro Devices | 9.78% | 100,000 | $20.3M | Reduce -33.3% |
| VIAV Viavi Solutions Inc. | 8.00% | 500,000 | $16.6M | Add +150.0% |
| BE Bloom Energy Corp. Class A | 6.51% | 100,000 | $13.5M | No change |
| RDDT Reddit Inc. Class A | 6.47% | 100,000 | $13.5M | New |
| BABA Alibaba Group Holding-SP ADR | 6.03% | 100,000 | $12.5M | Reduce -33.3% |
| LMND Lemonade Inc. | 3.01% | 100,000 | $6.3M | No change |
| SOGP Sound Group Inc. | 0.81% | 100,000 | $1.7M | No change |