account_balance
Investment manager · 13F filer · SEC CIK 1536336
Ma Investment Partnership, LP
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Reported value$561Mas of Jun 30, 2026
Positions13 3 new, 0 sold out
Top 10 weight97.5%SNDK alone is 40%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
40.5%
NVDANVIDIA Corp
14.3%Added +100%
AMDAdvanced Micro Devices Inc
10.3%
RDDTReddit, Inc.
6.2%Added +100%
VRTVertiv Holdings Co
6.0%
SIMOSilicon Motion Technology CORP
5.9%New
BEBloom Energy Corp
5.4%
VIAVViavi Solutions Inc.
4.3%
VSXYVictoria's Secret & Co.
3.0%
BABA1.7%LMNDBANDSNDKSandisk Corp
40.5%
NVDANVIDIA Corp
14.3%Added +100%
AMDAdvanced Micro Devices Inc
10.3%
RDDTReddit, Inc.
6.2%
VRTVertiv Holdings Co
6.0%
SIMOSilicon Motion Technology CORP
5.9%
BEBloom Energy Corp
5.4%
VIAV4.3%VSXYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDK Sandisk Corp 40.5% HeldNVDA NVIDIA Corp 14.3% Added +100%AMD Advanced Micro Devices Inc 10.3% HeldRDDT Reddit, Inc. 6.2% Added +100%VRT Vertiv Holdings Co 6.0% HeldSIMO Silicon Motion Technology CORP 5.9% NewBE Bloom Energy Corp 5.4% HeldVIAV Viavi Solutions Inc. 4.3% HeldVSXY Victoria's Secret & Co. 3.0% NewBABA Alibaba Group Holding Ltd 1.7% HeldLMND Lemonade, Inc. 1.2% HeldBAND Bandwidth Inc. 1.1% New
What changed
Biggest moves since Mar 31, 2026
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