# Ma Investment Partnership, LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1536336. Source: https://holderbook.com/funds/1536336-ma-investment-partnership-lp/

- Reported value: $561.4M
- Positions: 13
- Weight of the ten largest: 97.5%
- Filed: 2026-08-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $227.4M | 100,000 | 40.5% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $80.0M | 400,000 | 14.3% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $58.1M | 100,000 | 10.3% | 3 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $34.7M | 200,000 | 6.2% | 2 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $33.5M | 100,000 | 6.0% | 3 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $33.3M | 100,000 | 5.9% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $30.3M | 100,000 | 5.4% | 3 |
| VIAVI SOLUTIONS INC | [VIAV](https://holderbook.com/stocks/VIAV/) | $23.9M | 500,000 | 4.3% | 3 |
| VICTORIAS SECRET AND CO | [VSXY](https://holderbook.com/stocks/VSXY/) | $16.7M | 200,000 | 3.0% | 1 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $9.6M | 100,000 | 1.7% | 3 |
| LEMONADE INC | [LMND](https://holderbook.com/stocks/LMND/) | $6.5M | 100,000 | 1.2% | 3 |
| BANDWIDTH INC | [BAND](https://holderbook.com/stocks/BAND/) | $6.3M | 100,000 | 1.1% | 1 |
| SOUND GROUP INC | [SOGP](https://holderbook.com/stocks/SOGP/) | $1.1M | 100,000 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +115.3% | +14.8% | +100.4% | 100% |
| Q1 2026 | +44.9% | -4.6% | +49.6% | 100% |
| Q4 2021 | -22.8% | +10.7% | -33.5% | 100% |
| Q3 2021 | -8.3% | +0.3% | -8.6% | 100% |
| Q2 2021 | +20.4% | +8.0% | +12.4% | 100% |
| Q1 2021 | -0.5% | +6.0% | -6.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $561.4M | 13 |
| Q1 2026 | $208.0M | 10 |
| Q4 2025 | $114.6M | 8 |
| Q3 2022 | $8.9M | 1 |
| Q3 2021 | $164.0M | 12 |
| Q2 2021 | $179.1M | 12 |
| Q1 2021 | $148.7M | 12 |
| Q4 2020 | $149.4M | 12 |