Ma Investment Partnership, LP — 13F Holdings & Portfolio
CIK 1536336 · latest 13F-HR filed 2026-08-17
Ma Investment Partnership, LP manages $561.4M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SNDK (40.50%), NVDA (14.26%), AMD (10.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 7, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
HILLSBOROUGH, CA 94010
$561.4M
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-08-17
+3 / −0 / ↑7 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SANDISK CORP$163.8M +257.9%
- NVIDIA CORPORATION$45.2M +129.5%
- ADVANCED MICRO DEVICES INC$37.7M +185.6%
- REDDIT INC$21.3M +157.8%
- BLOOM ENERGY CORP$16.7M +123.4%
New Positions
- SILICON MOTION TECHNOLOGY CO$33.3M
- VICTORIAS SECRET AND CO$16.7M
- BANDWIDTH INC$6.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SANDISK CORP | SNDK | 80004C200 | $227.4M | 40.50% | 100,000 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $80.0M | 14.26% | 400,000 | SH |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $58.1M | 10.35% | 100,000 | SH |
| 4 | REDDIT INC | RDDT | 75734B100 | $34.7M | 6.18% | 200,000 | SH |
| 5 | VERTIV HOLDINGS CO | VRT | 92537N108 | $33.5M | 5.96% | 100,000 | SH |
| 6 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $33.3M | 5.94% | 100,000 | SH |
| 7 | BLOOM ENERGY CORP | BE | 093712107 | $30.3M | 5.39% | 100,000 | SH |
| 8 | VIAVI SOLUTIONS INC | VIAV | 925550105 | $23.9M | 4.25% | 500,000 | SH |
| 9 | VICTORIAS SECRET AND CO | VSXY | 926400102 | $16.7M | 2.97% | 200,000 | SH |
| 10 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $9.6M | 1.71% | 100,000 | SH |
| 11 | LEMONADE INC | LMND | 52567D107 | $6.5M | 1.16% | 100,000 | SH |
| 12 | BANDWIDTH INC | BAND | 05988J103 | $6.3M | 1.13% | 100,000 | SH |
| 13 | SOUND GROUP INC | SOGP | 53933L203 | $1.1M | 0.20% | 100,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-17 | $561.4M | 13 | 0001536336-26-000005 |
| 2026-03-31 | 2026-05-18 | $208.0M | 10 | 0001536336-26-000004 |
| 2025-12-31 | 2026-05-18 | $114.6M | 8 | 0001536336-26-000003 |