Q2 2026 13F · SEC CIK 1536336
Ma Investment Partnership, LP
Hedge fundFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $561.4M
- Reported positions
- 13
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Ma Investment Partnership, LP is a hedge fund that reported 13 positions worth $561.4M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Sandisk Corp (SNDK, 40.5%), Nvidia Corporation (NVDA, 14.3%), Advanced Micro Devices Inc (AMD, 10.3%).
Ma Investment Partnership, LP holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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 | 40.5% | +0.0% | $227.4M |
| NVDANvidia Corporation | 14.3% | +100.0% | $80.0M |
| AMDAdvanced Micro Devices Inc | 10.3% | +0.0% | $58.1M |
| RDDTReddit Inc | 6.2% | +100.0% | $34.7M |
| VRTVertiv Holdings Co | 6.0% | +0.0% | $33.5M |
| SIMOSilicon Motion Technology Co | 5.9% | — | $33.3M |
| BEBloom Energy Corp | 5.4% | +0.0% | $30.3M |
| VIAVViavi Solutions Inc | 4.3% | +0.0% | $23.9M |
| VSXYVictoria's Secret & Co. | 3.0% | — | $16.7M |
| BABAAlibaba Group Hldg Ltd | 1.7% | +0.0% | $9.6M |
| LMNDLemonade, Inc. | 1.2% | +0.0% | $6.5M |
| BANDBandwidth Inc | 1.1% | — | $6.3M |
| SOGPSound Group Inc | 0.2% | +0.0% | $1.1M |
What Ma Investment Partnership, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SIMO Silicon Motion Technology Co5.9% of 13F
- VSXY Victoria's Secret & Co.3.0% of 13F
- BAND Bandwidth Inc1.1% of 13F
Added to
- NVDA Nvidia Corporation+100.0% shares
- RDDT Reddit Inc+100.0% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q2 2026 | $561.4M | 13 |
| 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 Q2 2026 and filed Aug 17, 2026, lists 13 positions worth $561.4M. The largest are Sandisk Corp (SNDK) at 40.5%, Nvidia Corporation (NVDA) at 14.3%, Advanced Micro Devices Inc (AMD) at 10.3%, Reddit Inc (RDDT) at 6.2% and Vertiv Holdings Co (VRT) at 6.0%.
What did Ma Investment Partnership, LP buy last quarter?
In Q2 2026, Ma Investment Partnership, LP added a new position in Silicon Motion Technology Co (SIMO), a new position in Victoria's Secret & Co. (VSXY), a new position in Bandwidth Inc (BAND), Nvidia Corporation (NVDA) (+100.0% shares) and Reddit Inc (RDDT) (+100.0% shares), compared with its Q1 2026 filing.
What did Ma Investment Partnership, LP sell last quarter?
Ma Investment Partnership, LP sold out of nothing and cut no large position by more than 5% in Q2 2026.
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 Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.