Ma Investment Partnership as of June 30, 2026
Portfolio Holdings for Ma Investment Partnership
Ma Investment Partnership holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 40.5 | $227M | 100k | 2273.73 | |
| NVIDIA Corporation (NVDA) | 14.3 | $80M | 400k | 200.09 | |
| Advanced Micro Devices (AMD) | 10.3 | $58M | 100k | 580.91 | |
| Reddit Cl A (RDDT) | 6.2 | $35M | 200k | 173.58 | |
| Vertiv Holdings Com Cl A (VRT) | 6.0 | $34M | 100k | 334.82 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 5.9 | $33M | 100k | 333.33 | |
| Bloom Energy Corp Com Cl A (BE) | 5.4 | $30M | 100k | 302.70 | |
| Viavi Solutions Inc equities (VIAV) | 4.3 | $24M | 500k | 47.75 | |
| Victorias Secret And Common Stock (VSXY) | 3.0 | $17M | 200k | 83.48 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $9.6M | 100k | 95.98 | |
| Lemonade (LMND) | 1.2 | $6.5M | 100k | 65.05 | |
| Bandwidth Com Cl A (BAND) | 1.1 | $6.3M | 100k | 63.30 | |
| Sound Group Sponsored Ads (SOGP) | 0.2 | $1.1M | 100k | 11.22 |
