Ma Investment Partnership, LP
Ma Investment Partnership, LP reported 13 US-listed holdings worth $561.4 million in its 13F for the quarter ended 30 June 2026, filed 17 August 2026. Its largest: Sandisk Corp. (40.5%), NVIDIA Corp. (14.3%) and Advanced Micro Devices Inc. (10.3%). Against the quarter before, it opened 3 positions, added to 2, trimmed 0 and sold out of 0.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +212.0% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Silicon Motion Technology Corporation SIMO$33.3 million
- Victoria's Secret & Co. VSXY$16.7 million
- Bandwidth Inc. BAND$6.3 million
Added to 2
- NVIDIA Corp. NVDA+200,000 shares · +100%
- Reddit, Inc. RDDT+100,000 shares · +100%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Sandisk Corp. SNDK | 100.0K | $227.4 million | 40.50% | no change |
| NVIDIA Corp. NVDA | 400.0K | $80.0 million | 14.26% | +200.0K |
| Advanced Micro Devices Inc. AMD | 100.0K | $58.1 million | 10.35% | no change |
| Reddit, Inc. RDDT | 200.0K | $34.7 million | 6.18% | +100.0K |
| Vertiv Holdings Co. VRT | 100.0K | $33.5 million | 5.96% | no change |
| Silicon Motion Technology Corporation SIMO | 100.0K | $33.3 million | 5.94% | new |
| Bloom Energy Corp. BE | 100.0K | $30.3 million | 5.39% | no change |
| Viavi Solutions Inc. VIAV | 500.0K | $23.9 million | 4.25% | no change |
| Victoria's Secret & Co. VSXY | 200.0K | $16.7 million | 2.97% | new |
| Alibaba Group Holding Limited BABA | 100.0K | $9.6 million | 1.71% | no change |
| Lemonade Inc. LMND | 100.0K | $6.5 million | 1.16% | no change |
| Bandwidth Inc. BAND | 100.0K | $6.3 million | 1.13% | new |
| Sound Group Inc. SOGP | 100.0K | $1.1 million | 0.20% | no change |