Ma Investment Partnership, LP: 13F holdings
CIK 15363362026Q2
| Positions | 13 |
|---|
| Reported value | $561.4m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 13 (+3 vs prior quarter) |
|---|
| Reported value | $561.4m (+170.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 100,000 | $227.4m | 40.5% |
| NVDA NVIDIA CORPORATION | 400,000 | $80.0m | 14.3% |
| AMD ADVANCED MICRO DEVICES INC | 100,000 | $58.1m | 10.3% |
| RDDT REDDIT INC | 200,000 | $34.7m | 6.2% |
| VRT VERTIV HOLDINGS CO | 100,000 | $33.5m | 6.0% |
| SIMO SILICON MOTION TECHNOLOGY CO | 100,000 | $33.3m | 5.9% |
| BE BLOOM ENERGY CORP | 100,000 | $30.3m | 5.4% |
| VIAV VIAVI SOLUTIONS INC | 500,000 | $23.9m | 4.3% |
| VSXY VICTORIAS SECRET AND CO | 200,000 | $16.7m | 3.0% |
| BABA ALIBABA GROUP HLDG LTD | 100,000 | $9.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536336")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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