Ma Investment Partnership, LP
An institutional investment manager in HILLSBOROUGH, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 17, 2026. SEC CIK 1536336.
- Reported value$561.4m
- Positions13
Holdings: 13 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Sandisk CorpSNDK | COM | 80004C200 | 227 | 40.5% | 100,000 | Unchanged | |
| Nvidia CorporationNVDA | COM | 67066G104 | 80.0 | 14.3% | 400,000 | Added+200,000 | |
| Advanced Micro Devices IncAMD | COM | 007903107 | 58.1 | 10.3% | 100,000 | Unchanged | |
| Reddit IncRDDT | CL A | 75734B100 | 34.7 | 6.2% | 200,000 | Added+100,000 | |
| Vertiv Holdings CoVRT | COM CL A | 92537N108 | 33.5 | 6.0% | 100,000 | Unchanged | |
| Silicon Motion Technology CoSIMO | SPONSORED ADR | 82706C108 | 33.3 | 5.9% | 100,000 | New+100,000 | |
| Bloom Energy CorpBE | COM CL A | 093712107 | 30.3 | 5.4% | 100,000 | Unchanged | |
| Viavi Solutions IncVIAV | COM | 925550105 | 23.9 | 4.3% | 500,000 | Unchanged | |
| Victorias Secret and CoVSXY | COMMON STOCK | 926400102 | 16.7 | 3.0% | 200,000 | New+200,000 | |
| Alibaba Group HLDG LtdBABA | SPONSORED ADS | 01609W102 | 9.6 | 1.7% | 100,000 | Unchanged | |
| Lemonade IncLMND | COM | 52567D107 | 6.5 | 1.2% | 100,000 | Unchanged | |
| Bandwidth IncBAND | COM CL A | 05988J103 | 6.3 | 1.1% | 100,000 | New+100,000 | |
| Sound Group IncSOGP | SPONSORED ADS | 53933L203 | 1.1 | 0.2% | 100,000 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001536336-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.