Institutional Fund
Ma Investment Partnership, LP
Hillsborough, CACIK 15363362 filings on record
Portfolio Value
$207.97M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+81.5%
from $114.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sandisk Corp30.5%
- Nvidia Corporation16.8%
- Vertiv Holdings Co12.0%
- Advanced Micro Devices Inc9.8%
- Viavi Solutions Inc8.0%
- Bloom Energy Corp6.5%
- Other16.3%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp | 100.0K | $63.53M | 30.5% | 0 | Held |
| 2 | Nvidia Corporation | 200.0K | $34.88M | 16.8% | +200.0K | New |
| 3 | Vertiv Holdings Co | 100.0K | $25.06M | 12.0% | 0 | Held |
| 4 | Advanced Micro Devices Inc | 100.0K | $20.34M | 9.8% | −50.0K | Reduced |
| 5 | Viavi Solutions Inc | 500.0K | $16.64M | 8.0% | +300.0K | Added |
| 6 | Bloom Energy Corp | 100.0K | $13.55M | 6.5% | 0 | Held |
| 7 | Reddit Inc | 100.0K | $13.46M | 6.5% | +100.0K | New |
| 8 | Alibaba Group Hldg Ltd | 100.0K | $12.55M | 6.0% | −50.0K | Reduced |
| 9 | Lemonade Inc | 100.0K | $6.27M | 3.0% | 0 | Held |
| 10 | Sound Group Inc | 100.0K | $1.69M | 0.8% | 0 | Held |