Ma Investment Partnership, LP
CIK 1536336 · Holdings on Jun 30, 2026 · First reported Aug 17, 2026
Top ten holdings
Q2 2026- SNDK40.50%
- NVDA14.26%
- AMD10.35%
- RDDT6.18%
- VRT5.96%
- SIMO5.94%
- BE5.39%
- VIAV4.25%
- VSXY2.97%
- BABA1.71%
Share classes counted separately97.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SNDKWeight increased · +9.95 pp30.55% → 40.50%Shares 0 (0.00%)
- VRTWeight decreased · -6.09 pp12.05% → 5.96%Shares 0 (0.00%)
- BABAWeight decreased · -4.32 pp6.03% → 1.71%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SNDKSANDISK CORP View history and evidence | $227.37M | 40.50% | 100.00K shares | 30.55% → 40.50%+9.95 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $80.04M | 14.26% | 400.00K shares | 16.77% → 14.26%-2.51 pp +200.00K (+100.00%) | Added | ▾ |
| 03 | AMDADVANCED MICRO DEVICES View history and evidence | $58.09M | 10.35% | 100.00K shares | 9.78% → 10.35%+0.57 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | RDDTREDDIT INC-CL ACL A View history and evidence | $34.72M | 6.18% | 200.00K shares | 6.47% → 6.18%-0.29 pp +100.00K (+100.00%) | Added | ▾ |
| 05 | VRTVERTIV HOLDINGS CO-ACOM CL A View history and evidence | $33.48M | 5.96% | 100.00K shares | 12.05% → 5.96%-6.09 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | SIMOSILICON MOTION TECHNOL-ADRSPONSORED ADR View history and evidence | $33.33M | 5.94% | 100.00K shares | Prior unavailable +100.00K | New | ▾ |
| 07 | BEBLOOM ENERGY CORP- ACOM CL A View history and evidence | $30.27M | 5.39% | 100.00K shares | 6.51% → 5.39%-1.12 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | VIAVVIAVI SOLUTIONS INC View history and evidence | $23.88M | 4.25% | 500.00K shares | 8.00% → 4.25%-3.75 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | VSXYVICTORIA'S SECRET & COCOMMON STOCK View history and evidence | $16.70M | 2.97% | 200.00K shares | Prior unavailable +200.00K | New | ▾ |
| 10 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $9.60M | 1.71% | 100.00K shares | 6.03% → 1.71%-4.32 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1536336 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 561427500
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.