Q1 2026 · 13F-HR
Ma Investment Partnership, LPholdings as filed
Filed 2026-05-18 · accession 0001536336-26-000004
$208.0M
Reported value
10
Positions
2026-03-31
Period end
The Brief · Ma Investment Partnership, LP · Q1 2026
AI · grounded in 13F
Ma Investment Partnership, LP initiated a new position in NVDA valued at $34.88M. The fund also opened a new stake in RDDT for $13.465M and increased its holding of VIAV by 150%. Conversely, the fund trimmed its positions in ADVANCED MICRO DEVICES INC and BABA by 33.33% each.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80004C200 | SNDK | SANDISK CORP | $63.5M | 30.5% | 100,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $34.9M | 16.8% | 200,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $25.1M | 12.0% | 100,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $20.3M | 9.78% | 100,000 | Common | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $16.6M | 8.00% | 500,000 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $13.5M | 6.51% | 100,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $13.5M | 6.47% | 100,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $12.5M | 6.03% | 100,000 | Common | SOLE |
| 52567D107 | LMND | LEMONADE INC | $6.3M | 3.01% | 100,000 | Common | SOLE |
| 53933L203 | SOGP | SOUND GROUP INC | $1.7M | 0.81% | 100,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.