Ma Investment Partnership, LP
CIK 1536336
13F filing for Q2 2026・No. 3,630
- Holdings
- US$561.43M
- Quarter change
- +US$353.46M
- Entries
- 13
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
13 stocks worth US$561.43M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | — | 100,000 | US$227.37M | 40.50% |
| NVDANvidiaCOM | — | 400,000 | US$80.04M | 14.26% |
| AMDAMDCOM | — | 100,000 | US$58.09M | 10.35% |
| RDDTREDDIT INCCL A | — | 200,000 | US$34.72M | 6.18% |
| VRTVERTIV HOLDINGS COCOM CL A | — | 100,000 | US$33.48M | 5.96% |
| SILICON MOTION TECHNOLOGY COSPONSORED ADR | — | 100,000 | US$33.33M | 5.94% |
| BEBLOOM ENERGY CORPCOM CL A | — | 100,000 | US$30.27M | 5.39% |
| VIAVVIAVI SOLUTIONS INCCOM | — | 500,000 | US$23.88M | 4.25% |
| VSXYVICTORIAS SECRET AND COCOMMON STOCK | — | 200,000 | US$16.7M | 2.97% |
| BABAALIBABA GROUP HLDG LTDSPONSORED ADS | — | 100,000 | US$9.6M | 1.71% |
Sign in (free) to see its 13 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.