§ 13F · FUND PROFILE
Ma Investment Partnership, LP.
AUM · $561M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 100K | $227M | 40.5% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 400K | $80M | 14.3% | +100% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 100K | $58M | 10.3% | ±0% |
| 4 | RDDT | REDDIT INC | 200K | $35M | 6.2% | +100% |
| 5 | VRT | VERTIV HOLDINGS CO | 100K | $33M | 6.0% | ±0% |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | 100K | $33M | 5.9% | NEW |
| 7 | BE | BLOOM ENERGY CORP | 100K | $30M | 5.4% | ±0% |
| 8 | VIAV | VIAVI SOLUTIONS INC | 500K | $24M | 4.3% | ±0% |
| 9 | VSCO | VICTORIAS SECRET AND CO | 200K | $17M | 3.0% | NEW |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 100K | $10M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MA SIGNAL
AC read
Ma Investment Partnership, LP is a institutional fund managing $561 million in assets. The fund runs a focused portfolio of just 13 positions.
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