Ma Investment Partnership, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$208.0M
Q ending 2026-03-31
Prior quarter
$114.6M
Q ending 2025-12-31
Change
+81.5% QoQ
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sandisk Corp | SNDK | Shares | $63.5M | 100K |
| Nvidia Corporation | NVDA | Shares | $34.9M | 200K |
| Vertiv Holdings Co | VRT | Shares | $25.1M | 100K |
| Advanced Micro Devices Inc | AMD | Shares | $20.3M | 100K |
| Viavi Solutions Inc | VIAV | Shares | $16.6M | 500K |
| Bloom Energy Corp | BE | Shares | $13.5M | 100K |
| Reddit Inc | RDDT | Shares | $13.5M | 100K |
| Alibaba Group Hldg Ltd | BABA | Shares | $12.5M | 100K |
| Lemonade Inc | LMND | Shares | $6.3M | 100K |
| Sound Group Inc | SOGP | Shares | $1.7M | 100K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.