2026 Q2 Portfolio Activity
In 2026 Q2, Ma Investment Partnership, LP maintained a portfolio of 13 distinct positions. The most significant new addition was SILICON MOTION TECHNOLOGY CO, now representing 5.94% of the total fund value. They heavily accumulated shares in REDDIT INC, increasing the position by 100.0%.
Position History
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Total Positions
13
Quarter
2026 Q2
Top Holding
SNDK (40.5%)
Top 10 Concentration
97.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
Ma Investment Partnership, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SNDK
SANDISK CORP
|
Technology | 40.50% | 30.55% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
100,000 | $227,373,000 |
$635.34
+141.0%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 14.26% | 16.77% |
#2
Prev: #2
|
8.5 |
—
|
200,000 | 100.0% |
P
S
|
400,000 | $80,036,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 10.35% | 9.78% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
100,000 | $58,091,000 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
RDDT
REDDIT INC
|
Communication Services | 6.18% | 6.47% |
#4
3
Prev: #7
|
6.0 |
—
|
100,000 | 100.0% |
P
S
|
200,000 | $34,716,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 5.96% | 12.05% |
#5
2
Prev: #3
|
3.9 |
—
|
no change | no change |
P
S
|
100,000 | $33,482,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
SIMO
SILICON MOTION ...
|
Technology | 5.94% | — |
#6
Prev: #—
|
5.9 |
—
|
100,000 | — |
NEW
|
100,000 | $33,333,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 5.39% | 6.51% |
#7
1
Prev: #6
|
3.2 |
—
|
no change | no change |
P
S
|
100,000 | $30,270,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VIAV
VIAVI SOLUTIONS...
|
Technology | 4.25% | 8.00% |
#8
3
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
500,000 | $23,875,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VSCO
VICTORIAS SECRE...
|
Consumer Cyclical | 2.97% | — |
#9
Prev: #—
|
4.7 |
—
|
200,000 | — |
NEW
|
200,000 | $16,696,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.71% | 6.03% |
#10
2
Prev: #8
|
1.7 |
—
|
no change | no change |
P
S
|
100,000 | $9,598,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
LMND
LEMONADE INC
|
Financial Services | 1.16% | 3.01% |
#11
2
Prev: #9
|
1.5 |
—
|
no change | no change |
P
S
|
100,000 | $6,505,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BAND
BANDWIDTH INC
|
Technology | 1.13% | — |
#12
Prev: #—
|
4.0 |
—
|
100,000 | — |
NEW
|
100,000 | $6,330,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
SOGP
SOUND GROUP INC
|
Communication Services | 0.20% | 0.81% |
#13
3
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
100,000 | $1,122,500 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-13 of 13 holdings