Ma Investment Partnership, LP reported 13 holdings worth US$561M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Ma Investment Partnership, LP reported 13 holdings worth US$561M as of Jun 30, 2026. Largest: Sandisk Corporation, Nvidia Corporation and Advanced Micro Devices Inc. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$561M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sandisk Corporation | 100K | US$227M | 40.5% |
| Nvidia Corporation | 400K | US$80M | 14.3% |
| Advanced Micro Devices Inc | 100K | US$58.1M | 10.3% |
| Reddit, Inc. | 200K | US$34.7M | 6.2% |
| Vertiv Holdings, Llc | 100K | US$33.5M | 6.0% |
| Bloom Energy Corporation | 100K | US$30.3M | 5.4% |
| Viavi Solutions Inc. | 500K | US$23.9M | 4.3% |
| Victorias Secret & Co. | 200K | US$16.7M | 3.0% |
| Lemonade, Inc. | 100K | US$6.5M | 1.2% |
| Bandwidth Inc. | 100K | US$6.33M | 1.1% |