Holders — by stockHoldings — by fund
Ma Investment Partnership, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001536336
$561.4M
disclosed book value
13
positions
40.5%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 100,000 | $227.4M | 40.5% |
| 2 | NVDANVIDIA CORPORATION | 400,000 | $80.0M | 14.3% |
| 3 | AMDADVANCED MICRO DEVICES INC | 100,000 | $58.1M | 10.3% |
| 4 | RDDTREDDIT INC | 200,000 | $34.7M | 6.2% |
| 5 | VRTVERTIV HOLDINGS CO | 100,000 | $33.5M | 6% |
| 6 | SIMOSILICON MOTION TECHNOLOGY CO | 100,000 | $33.3M | 5.9% |
| 7 | BEBLOOM ENERGY CORP | 100,000 | $30.3M | 5.4% |
| 8 | VIAVVIAVI SOLUTIONS INC | 500,000 | $23.9M | 4.3% |
| 9 | VSXYVICTORIAS SECRET AND CO | 200,000 | $16.7M | 3% |
| 10 | BABAALIBABA GROUP HLDG LTD | 100,000 | $9.6M | 1.7% |
| 11 | LMNDLEMONADE INC | 100,000 | $6.5M | 1.2% |
| 12 | BANDBANDWIDTH INC | 100,000 | $6.3M | 1.1% |
| 13 | SOGPSOUND GROUP INC | 100,000 | $1.1M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.