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Ma Investment Partnership, LP
hedge fundUpdated 26 days agoManaged by Ma Investment Partnership, Lp • Latest filing Q2 2026
Portfolio value
$561.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $114.6M |
| Q1 2026 | $208M |
| Q2 2026 | $561.4M |
Top holdings
13 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNDK SANDISK CORP | $227.4M | 100.0K | 40.50% | — |
| 2 | N NVDA NVIDIA CORPORATION | $80M | 400.0K | 14.26% | — |
| 3 | A AMD ADVANCED MICRO DEVICES INC | $58.1M | 100.0K | 10.35% | — |
| 4 | R RDDT REDDIT INC | $34.7M | 200.0K | 6.18% | — |
| 5 | V VRT VERTIV HOLDINGS CO | $33.5M | 100.0K | 5.96% | — |
| 6 | S SIMO SILICON MOTION TECHNOLOGY CO | $33.3M | 100.0K | 5.94% | — |
| 7 | B BE BLOOM ENERGY CORP | $30.3M | 100.0K | 5.39% | — |
| 8 | V VIAV VIAVI SOLUTIONS INC | $23.9M | 500.0K | 4.25% | — |
| 9 | V VSXY VICTORIAS SECRET AND CO | $16.7M | 200.0K | 2.97% | — |
| 10 | B BBAAY ALIBABA GROUP HLDG LTD | $9.6M | 100.0K | 1.71% | — |
| 11 | L LMND LEMONADE INC | $6.5M | 100.0K | 1.16% | — |
| 12 | B BAND BANDWIDTH INC | $6.3M | 100.0K | 1.13% | — |
| 13 | S SOGP SOUND GROUP INC | $1.1M | 100.0K | 0.20% | — |