Ma Investment Partnership, LP
Net buyer this quarter
$561M
13
+$114M
97.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $227M | 40.50% | 0.07% | Not reported | Q4 2025 |
 NVDA | $80M | 14.26% | 0.00% | +100.0% | Q1 2026 |
 AMD | $58.1M | 10.35% | 0.01% | Not reported | Q4 2025 |
 RDDT | $34.7M | 6.18% | Not reported | +100.0% | Q1 2026 |
 VRT | $33.5M | 5.96% | 0.03% | Not reported | Q4 2025 |
 SIMO | $33.3M | 5.94% | 0.07% | New | Q2 2026 |
 BE | $30.3M | 5.39% | 0.03% | Not reported | Q4 2025 |
 VIAV | $23.9M | 4.25% | 0.20% | Not reported | Q4 2025 |
 VSXY | $16.7M | 2.97% | 0.25% | New | Q2 2026 |
 BABA | $9.6M | 1.71% | 0.01% | Not reported | Q4 2025 |
 LMND | $6.51M | 1.16% | 0.13% | Not reported | Q4 2025 |
 BAND | $6.33M | 1.13% | Not reported | New | Q2 2026 |
 SOGP | $1.12M | 0.20% | 0.01% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SNDK | $63.5M | 30.55% | 0.07% | Not reported | Q4 2025 |
| NVDA | $34.9M | 16.77% | 0.00% | New | Q1 2026 |
| VRT | $25.1M | 12.05% | 0.03% | Not reported | Q4 2025 |
| AMD | $20.3M | 9.78% | 0.01% | -33.3% | Q4 2025 |
| VIAV | $16.6M | 8.00% | 0.21% | +150.0% | Q4 2025 |
| BE | $13.5M | 6.51% | 0.04% | Not reported | Q4 2025 |
| RDDT | $13.5M | 6.47% | Not reported | New | Q1 2026 |
| BABA | $12.5M | 6.03% | 0.01% | -33.3% | Q4 2025 |
| LMND | $6.27M | 3.01% | 0.13% | Not reported | Q4 2025 |
| SOGP | $1.69M | 0.81% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| AMD | $32.1M | 28.04% | 0.01% | New | Q4 2025 |
| SNDK | $23.7M | 20.72% | 0.07% | New | Q4 2025 |
| BABA | $22M | 19.19% | 0.00% | New | Q4 2025 |
| VRT | $16.2M | 14.14% | 0.03% | New | Q4 2025 |
| BE | $8.69M | 7.58% | 0.04% | New | Q4 2025 |
| LMND | $7.12M | 6.21% | 0.13% | New | Q4 2025 |
| VIAV | $3.56M | 3.11% | 0.09% | New | Q4 2025 |
| SOGP | $1.16M | 1.01% | 0.01% | New | Q4 2025 |