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Ma Investment Partnership, Lp Top Holdings and 13F Report (2026)

About Ma Investment Partnership, Lp

Investment Activity

  • Ma Investment Partnership, Lp has $207.97 million in total holdings as of March 31, 2026.
  • Ma Investment Partnership, Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 28.05% of the portfolio was purchased this quarter.
  • About 7.91% of the portfolio was sold this quarter.
  • This quarter, Ma Investment Partnership, Lp has purchased 8 new stocks and bought additional shares in 1 stock.
  • Ma Investment Partnership, Lp sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SANDISK CORP
$63,534,000
NVIDIA
$34,880,000
Vertiv
$25,058,000
Viavi Solutions
$16,640,000

Largest New Holdings this Quarter

67066G104 - NVIDIA
$34,880,000 Holding
75734B100 - REDDIT INC
$13,465,000 Holding

Largest Purchases this Quarter

NVIDIA
200,000 shares (about $34.88M)
REDDIT INC
100,000 shares (about $13.47M)
Viavi Solutions
300,000 shares (about $9.98M)

Largest Sales this Quarter

Advanced Micro Devices
50,000 shares (about $10.17M)
Alibaba Group
50,000 shares (about $6.27M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMa Investment Partnership, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SANDISK CORP
$63,534,0000.0%100,00030.5%COM
NVIDIA Corporation stock logo
NVDA
NVIDIA
$34,880,000$34,880,000 â–²New Holding200,00016.8%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$25,058,0000.0%100,00012.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$20,343,000$10,171,500 â–¼-33.3%100,0009.8%Computer and Technology
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$16,640,000$9,984,000 â–²150.0%500,0008.0%Computer and Technology
Bloom Energy Corporation stock logo
BE
Bloom Energy
$13,549,0000.0%100,0006.5%Energy
REDDIT INC
$13,465,000$13,465,000 â–²New Holding100,0006.5%CL A
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$12,546,000$6,273,000 â–¼-33.3%100,0006.0%Retail/Wholesale
Lemonade, Inc. stock logo
LMND
Lemonade
$6,268,0000.0%100,0003.0%Finance
SOUND GROUP INC
$1,688,0000.0%100,0000.8%SPONSORED ADS

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data