Ma Investment Partnership, LP
13 holdingsFiling period: 2026-06-30Current AUM: $405.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corp | 100.0K | $227.4M | $125.6M | 31.00% | -- | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 400.0K | $80.0M | $86.4M | 21.33% | +200.0K | 2026-06-30 |
| 3 | AMD | Advanced Micro Devices Inc | 100.0K | $58.1M | $53.1M | 13.12% | -- | 2026-06-30 |
| 4 | RDDT | Reddit Inc | 200.0K | $34.7M | $27.7M | 6.84% | +100.0K | 2026-06-30 |
| 5 | VRT | Vertiv Holdings Co | 100.0K | $33.5M | $20.0M | 4.93% | -- | 2026-06-30 |
| 6 | SIMO | Silicon Motion Technology Co | 100.0K | $33.3M | $18.9M | 4.67% | -- | 2026-06-30 |
| 7 | BE | Bloom Energy Corp | 100.0K | $30.3M | $20.4M | 5.03% | -- | 2026-06-30 |
| 8 | VIAV | Viavi Solutions Inc | 500.0K | $23.9M | $15.9M | 3.93% | -- | 2026-06-30 |
| 9 | VSCO | Victorias Secret and Co | 200.0K | $16.7M | $16.7M | 4.12% | -- | 2026-06-30 |
| 10 | BABA | Alibaba Group Hldg Ltd | 100.0K | $9.6M | $10.0M | 2.47% | -- | 2026-06-30 |
| 11 | LMND | Lemonade Inc | 100.0K | $6.5M | $4.5M | 1.11% | -- | 2026-06-30 |
| 12 | BAND | Bandwidth Inc | 100.0K | $6.3M | $4.7M | 1.16% | -- | 2026-06-30 |
| 13 | SOGP | Sound Group Inc | 100.0K | $1.1M | $1.2M | 0.29% | -- | 2026-06-30 |
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