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 | Open |
|---|---|---|---|---|---|
| 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
7 quarters · across all stocks
Holdings in LMND
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,268,000 | 100,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,118,000 | 100,000 | Shares | Sole | 2026-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||