Ma Investment Partnership, LP — 13F holdings

Ma Investment Partnership, LP reported 13 holdings worth $561M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. SNDK SANDISK CORP — $227M (40.5%)
2. NVDA NVIDIA CORPORATION — $80.0M (14.3%)
3. AMD ADVANCED MICRO DEVICES INC — $58.1M (10.3%)
4. RDDT REDDIT INC — $34.7M (6.2%)
5. VRT VERTIV HOLDINGS CO — $33.5M (6.0%)
6. SIMO SILICON MOTION TECHNOLOGY CO — $33.3M (5.9%)
7. BE BLOOM ENERGY CORP — $30.3M (5.4%)
8. VIAV VIAVI SOLUTIONS INC — $23.9M (4.3%)
9. VSXY VICTORIAS SECRET AND CO — $16.7M (3.0%)
10. BABA ALIBABA GROUP HLDG LTD — $9.60M (1.7%)