DOSSIER · 13F-HR · Q2 2026

Ma Investment Partnership, LP

$561M in tracked AUM across 13 positions as of Q2 2026.

MI
CIK 0001536336 · last filed Jun 30, 2026
Total AUM
$561M
as of Q2 2026
Holdings
13
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ma Investment Partnership, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SNDK
SANDISK CORP
$227M100K40.5%
02
NVDA
NVIDIA CORPORATION
$80M400K14.3%
03
AMD
ADVANCED MICRO DEVICES INC
$58M100K10.3%
04
RDDT
REDDIT INC
$35M200K6.2%
05
VRT
VERTIV HOLDINGS CO
$33M100K6.0%
06
SIMO
SILICON MOTION TECHNOLOGY CO
$33M100K5.9%
07
BE
BLOOM ENERGY CORP
$30M100K5.4%
08
VIAV
VIAVI SOLUTIONS INC
$24M500K4.3%
09
VSCO
VICTORIAS SECRET AND CO
$17M200K3.0%
10
BABA
ALIBABA GROUP HLDG LTD
$10M100K1.7%

Filing history

2026Q2Jun 30
$561M 170.0%
13 positionsView →
2026Q1Mar 31
$208M 81.5%
10 positionsView →
2025Q4Dec 31
$115M
8 positionsView →
2022Q4Dec 31
$0 100.0%
0 positionsLocked
2022Q3Sep 30
$8.9B
1 positionsLocked
2022Q2Jun 30
$0
0 positionsLocked
2022Q1Mar 31
$0
0 positionsLocked
2021Q4Dec 31
$0 100.0%
0 positionsLocked
2021Q3Sep 30
$164M 8.4%
12 positionsLocked
2021Q2Jun 30
$179M 20.4%
12 positionsLocked
2021Q1Mar 31
$149M 0.5%
12 positionsLocked
2020Q4Dec 31
$149M
12 positionsLocked