Ma Investment Partnership, LP

Est. AUM

$208.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SANDISK CORP	COM	$63.5M	100000	30.55%	SOLE
2	NVIDIA CORPORATION	COM	$34.9M	200000	16.77%	SOLE
3	VERTIV HOLDINGS CO	COM CL A	$25.1M	100000	12.05%	SOLE
4	ADVANCED MICRO DEVICES INC	COM	$20.3M	100000	9.78%	SOLE
5	VIAVI SOLUTIONS INC	COM	$16.6M	500000	8.00%	SOLE
6	BLOOM ENERGY CORP	COM CL A	$13.5M	100000	6.51%	SOLE
7	REDDIT INC	CL A	$13.5M	100000	6.47%	SOLE
8	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$12.5M	100000	6.03%	SOLE
9	LEMONADE INC	COM	$6.3M	100000	3.01%	SOLE
10	SOUND GROUP INC	SPONSORED ADS	$1.7M	100000	0.81%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.