StockDriftsStockDriftsTop 13 Ma Investment Partnership LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 40.5% | 100.0K | $227.4M | +0.00%(+0) | $174.79(+908.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 14.26% | 400.0K | $80.0M | +100.00%(+200.00K) | $181.54(+24.53%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 10.35% | 100.0K | $58.1M | +0.00%(+0) | $187.97(+172.51%) | 2026-06-30 | |
| RDDT | REDDIT INC | 6.18% | 200.0K | $34.7M | +100.00%(+100.00K) | $165.56(-0.64%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 5.96% | 100.0K | $33.5M | +0.00%(+0) | $156.43(+89.15%) | 2026-06-30 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 5.94% | 100.0K | $33.3M | new | $219.39(+22.57%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 5.39% | 100.0K | $30.3M | +0.00%(+0) | $85.73(+168.21%) | 2026-06-30 | |
| VIAV | VIAVI SOLUTIONS INC | 4.25% | 500.0K | $23.9M | +0.00%(+0) | $21.43(+103.15%) | 2026-06-30 | |
| VSCO | VICTORIAS SECRET AND CO | 2.97% | 200.0K | $16.7M | new | $63.39(+46.75%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 1.71% | 100.0K | $9.6M | +0.00%(+0) | $162.65(-21.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +195.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +105.33% |
Ma Investment Partnership LP reports $561.43M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are SNDK (40.5%), NVDA (14.3%) and AMD (10.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +195.22% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ma Investment Partnership LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536336). View Ma Investment Partnership LP’s 13F filings on SEC