Ma Investment Partnership, LP
Top Portfolio Positions
10 positions ·
$207,971,000 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
100,000 | $63,534,000 | 30.55% |
| NVDA |
Nvidia Corp
Technology
|
200,000 | $34,880,000 | 16.77% |
| VRT |
Vertiv Holdings Co
Industrials
|
100,000 | $25,058,000 | 12.05% |
| AMD |
Advanced Micro Devices Inc
Technology
|
100,000 | $20,343,000 | 9.78% |
| VIAV |
Viavi Solutions Inc.
Technology
|
500,000 | $16,640,000 | 8.00% |
| BE |
Bloom Energy Corp
Industrials
|
100,000 | $13,549,000 | 6.51% |
| RDDT |
Reddit, Inc.
Communication Services
|
100,000 | $13,465,000 | 6.47% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
100,000 | $12,546,000 | 6.03% |
| LMND |
Lemonade, Inc.
Financial Services
|
100,000 | $6,268,000 | 3.01% |
| SOGP |
Sound Group Inc.
Communication Services
|
100,000 | $1,688,000 | 0.81% |
Portfolio Trend
Holdings in BABA
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,546,000 | 100,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $21,987,000 | 150,000 | Shares | Sole | 2026-05-18 | |
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