Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ma Investment Partnership, LP (CIK 1536336) reported $208.0M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDK ($63.5M, 30.55%), NVDA ($34.9M, 16.77%), VRT ($25.1M, 12.05%), AMD ($20.3M, 9.78%), VIAV ($16.6M, 8.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $63.5M | 30.55% | 100,000 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $34.9M | 16.77% | 200,000 | New |
| 3 | VRT | VERTIV HOLDINGS CO | $25.1M | 12.05% | 100,000 | Hold |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $20.3M | 9.78% | 100,000 | Trimmed |
| 5 | VIAV | VIAVI SOLUTIONS INC | $16.6M | 8.00% | 500,000 | Added |
| 6 | BE | BLOOM ENERGY CORP | $13.5M | 6.51% | 100,000 | Hold |
| 7 | RDDT | REDDIT INC | $13.5M | 6.47% | 100,000 | New |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $12.5M | 6.03% | 100,000 | Trimmed |
| 9 | LMND | LEMONADE INC | $6.3M | 3.01% | 100,000 | Hold |
| 10 | LIZI | SOUND GROUP INC | $1.7M | 0.81% | 100,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31