Q1 2026 13F · SEC CIK 1536336
Ma Investment Partnership, LP
Hedge fundFiled 2026-05-18 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $208.0M
- Reported positions
- 10
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Ma Investment Partnership, LP is a hedge fund that reported 10 positions worth $208.0M in its Q1 2026 13F, filed 2026-05-18. Its largest holdings were Sandisk Corp (SNDK, 30.5%), Nvidia Corporation Com (NVDA, 16.8%), Vertiv Holdings Co (VRT, 12.0%).
Ma Investment Partnership, LP holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SNDKSandisk Corp | 30.5% | +0.0% | $63.5M |
| NVDANvidia Corporation Com | 16.8% | — | $34.9M |
| VRTVertiv Holdings Co | 12.0% | +0.0% | $25.1M |
| AMDAdvanced Micro Devices Inc | 9.8% | -33.3% | $20.3M |
| VIAVViavi Solutions Inc | 8.0% | +150.0% | $16.6M |
| BEBloom Energy Corp | 6.5% | +0.0% | $13.5M |
| RDDTReddit Inc | 6.5% | — | $13.5M |
| BABAAlibaba Group Hldg Ltd | 6.0% | -33.3% | $12.5M |
| LMNDLemonade Inc | 3.0% | +0.0% | $6.3M |
| SOGPSound Group Inc | 0.8% | +0.0% | $1.7M |
What Ma Investment Partnership, LP bought and sold in Q1 2026, against Q4 2025.
New positions
- NVDA Nvidia Corporation Com16.8% of 13F
- RDDT Reddit Inc6.5% of 13F
Added to
- VIAV Viavi Solutions Inc+150.0% shares
Reduced
- AMD Advanced Micro Devices Inc-33.3% shares
- BABA Alibaba Group Hldg Ltd-33.3% shares
Sold out
Nothing sold out.
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $208.0M | 10 |
| Q4 2025 | $114.6M | 8 |
| Q3 2021 | $164.0M | 12 |
| Q2 2021 | $179.1M | 12 |
| Q1 2021 | $148.7M | 12 |
| Q4 2020 | $149.4M | 12 |
Questions about Ma Investment Partnership, LP's portfolio
What stocks does Ma Investment Partnership, LP own?
Ma Investment Partnership, LP's latest 13F, for Q1 2026 and filed May 18, 2026, lists 10 positions worth $208.0M. The largest are Sandisk Corp (SNDK) at 30.5%, Nvidia Corporation Com (NVDA) at 16.8%, Vertiv Holdings Co (VRT) at 12.0%, Advanced Micro Devices Inc (AMD) at 9.8% and Viavi Solutions Inc (VIAV) at 8.0%.
What did Ma Investment Partnership, LP buy last quarter?
In Q1 2026, Ma Investment Partnership, LP added a new position in Nvidia Corporation Com (NVDA), a new position in Reddit Inc (RDDT) and Viavi Solutions Inc (VIAV) (+150.0% shares), compared with its Q4 2025 filing.
What did Ma Investment Partnership, LP sell last quarter?
In Q1 2026, Ma Investment Partnership, LP Advanced Micro Devices Inc (AMD) (-33.3% shares) and Alibaba Group Hldg Ltd (BABA) (-33.3% shares), compared with its Q4 2025 filing.
When is Ma Investment Partnership, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ma Investment Partnership, LP's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.