Institutional
Ma Investment Partnership, LP
CIK 0001536336
$208.0M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-18
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $1559.32 | -11.39% | 3882.94% | 3175.19% | $63.5M | 30.55% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $34.9M | 16.77% | +200,000 | NEW |
| 3 | VRT | VERTIV HOLDINGS CO | $300.51 | -7.23% | 160.82% | 976.62% | $25.1M | 12.05% | — | HELD |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | 301.39% | 339.19% | $20.3M | 9.78% | −50,000 | −33.3% |
| 5 | VIAV | VIAVI SOLUTIONS INC | $47.56 | -10.62% | 403.81% | 184.96% | $16.6M | 8.00% | +300,000 | +150.0% |
| 6 | BE | BLOOM ENERGY CORP | $263.61 | -9.53% | 1110.33% | 1109.22% | $13.5M | 6.51% | — | HELD |
| 7 | RDDT | REDDIT INC | $173.45 | -5.69% | 43.00% | 290.30% | $13.5M | 6.47% | +100,000 | NEW |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $121.06 | -3.88% | 3.12% | -34.69% | $12.5M | 6.03% | −50,000 | −33.3% |
| 9 | LMND | LEMONADE INC | $51.46 | -0.21% | 29.04% | -40.89% | $6.3M | 3.01% | — | HELD |
| 10 | SOGP | SOUND GROUP INC | $12.42 | -1.43% | 967.47% | -69.95% | $1.7M | 0.81% | — | HELD |
Source: SEC EDGAR · accession 0001536336-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.