# Ma Investment Partnership, LP: Form 13F holdings

An institutional investment manager in HILLSBOROUGH, CA. SEC CIK 1536336.

- Quarter ended: 2026-06-30
- Filed: 2026-08-17
- Reported value: $561.4m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1536336/000153633626000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $227.4m | 40.5% | 100,000 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $80.0m | 14.3% | 400,000 |  | Added +200,000 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $58.1m | 10.3% | 100,000 |  | Unchanged |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $34.7m | 6.2% | 200,000 |  | Added +100,000 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $33.5m | 6.0% | 100,000 |  | Unchanged |
| [SILICON MOTION TECHNOLOGY CO (SIMO)](/companies/simo.md) | SPONSORED ADR | $33.3m | 5.9% | 100,000 |  | New +100,000 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $30.3m | 5.4% | 100,000 |  | Unchanged |
| [VIAVI SOLUTIONS INC (VIAV)](/companies/viav.md) | COM | $23.9m | 4.3% | 500,000 |  | Unchanged |
| [VICTORIAS SECRET AND CO (VSXY)](/companies/vsxy.md) | COMMON STOCK | $16.7m | 3.0% | 200,000 |  | New +200,000 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $9.6m | 1.7% | 100,000 |  | Unchanged |
| [LEMONADE INC (LMND)](/companies/lmnd.md) | COM | $6.5m | 1.2% | 100,000 |  | Unchanged |
| [BANDWIDTH INC (BAND)](/companies/band.md) | COM CL A | $6.3m | 1.1% | 100,000 |  | New +100,000 |
| [SOUND GROUP INC (SOGP)](/companies/sogp.md) | SPONSORED ADS | $1.1m | 0.2% | 100,000 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001536336-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.