Ma Investment Partnership, LP

HILLSBOROUGH, CA · CIK 1536336 · 13F filing filed 2026-08-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$561.4m reported value +170.0% vs Q1 2026

13positions

97.5%in top 10

3 new 2 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SANDISK CORP COM SNDK	SNDK	100,000	$227.4m40.50%	40.50%	Unchanged
2	NVIDIA CORPORATION COM NVDA	NVDA	400,000	$80.0m14.26%	14.26%	Added +200.0k	+200,000 100.0%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	100,000	$58.1m10.35%	10.35%	Unchanged
4	REDDIT INC CL A RDDT	RDDT	200,000	$34.7m6.18%	6.18%	Added +100.0k	+100,000 100.0%
5	VERTIV HOLDINGS CO COM CL A VRT	VRT	100,000	$33.5m5.96%	5.96%	Unchanged
6	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	100,000	$33.3m5.94%	5.94%	New
7	BLOOM ENERGY CORP COM CL A BE	BE	100,000	$30.3m5.39%	5.39%	Unchanged
8	VIAVI SOLUTIONS INC COM VIAV	VIAV	500,000	$23.9m4.25%	4.25%	Unchanged
9	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	200,000	$16.7m2.97%	2.97%	New
10	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	100,000	$9.6m1.71%	1.71%	Unchanged
11	LEMONADE INC COM LMND	LMND	100,000	$6.5m1.16%	1.16%	Unchanged
12	BANDWIDTH INC COM CL A BAND	BAND	100,000	$6.3m1.13%	1.13%	New
13	SOUND GROUP INC SPONSORED ADS SOGP	SOGP	100,000	$1.1m0.20%	0.20%	Unchanged