Ma Investment Partnership, LP
13 holdingsFiling period: 2026-06-30Current AUM: $449.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 100.0K | $227.4M | $153.1M | 34.08% | -- | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 400.0K | $80.0M | $84.9M | 18.89% | +200.0K | 2026-06-30 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 100.0K | $58.1M | $50.4M | 11.22% | -- | 2026-06-30 |
| 4 | RDDT | REDDIT INC | 200.0K | $34.7M | $31.9M | 7.11% | +100.0K | 2026-06-30 |
| 5 | VRT | VERTIV HOLDINGS CO | 100.0K | $33.5M | $23.5M | 5.22% | -- | 2026-06-30 |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | 100.0K | $33.3M | $23.9M | 5.32% | -- | 2026-06-30 |
| 7 | BE | BLOOM ENERGY CORP | 100.0K | $30.3M | $25.9M | 5.77% | -- | 2026-06-30 |
| 8 | VIAV | VIAVI SOLUTIONS INC | 500.0K | $23.9M | $16.9M | 3.76% | -- | 2026-06-30 |
| 9 | VSCO | VICTORIAS SECRET AND CO | 200.0K | $16.7M | $16.7M | 3.72% | -- | 2026-06-30 |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 100.0K | $9.6M | $10.9M | 2.43% | -- | 2026-06-30 |
| 11 | LMND | LEMONADE INC | 100.0K | $6.5M | $5.0M | 1.11% | -- | 2026-06-30 |
| 12 | BAND | BANDWIDTH INC | 100.0K | $6.3M | $5.0M | 1.11% | -- | 2026-06-30 |
| 13 | SOGP | SOUND GROUP INC | 100.0K | $1.1M | $1.1M | 0.25% | -- | 2026-06-30 |
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