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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $1015.89 | -7.32% | 2358.00% | 2033.77% | $63.5M | 30.55% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $34.9M | 16.77% | — | HELD |
| 3 | VRT | VERTIV HOLDINGS CO | $223.04 | -17.26% | 90.59% | 861.48% | $25.1M | 12.05% | — | HELD |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | 153.16% | 292.58% | $20.3M | 9.78% | — | HELD |
| 5 | VIAV | VIAVI SOLUTIONS INC | $32.23 | -8.18% | 230.23% | 97.85% | $16.6M | 8.00% | — | HELD |
| 6 | BE | BLOOM ENERGY CORP | $163.75 | -1.85% | 345.94% | 664.47% | $13.5M | 6.51% | — | HELD |
| 7 | RDDT | REDDIT INC | $177.99 | -0.25% | -5.65% | 300.52% | $13.5M | 6.47% | — | HELD |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $115.03 | -0.14% | -0.70% | -26.70% | $12.5M | 6.03% | — | HELD |
| 9 | LMND | LEMONADE INC | $47.38 | -23.72% | 70.63% | -17.78% | $6.3M | 3.01% | — | HELD |
| 10 | SOGP | SOUND GROUP INC | $11.91 | -3.01% | 185.76% | -65.81% | $1.7M | 0.81% | — | HELD |
Source: SEC EDGAR · accession 0001536336-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.