The Analysis of Ma Investment Partnership, LP's Holdings & P&L

Currently, Ma Investment Partnership, LP holds 10 types of securities in its portfolio with a total value $208.0M. In the most recent quarter, they have increased their positions in NVDA (+200.0K shares, valued at $34.9M), RDDT (+100.0K shares, valued at $13.5M), VIAV (+300.0K shares, valued at $10.0M); decreased their positions in AMD (-50.0K shares, valued at $10.2M), BABA (-50.0K shares, valued at $6.3M); initiated new positions in NVDA (+200.0K shares, valued at $34.9M), RDDT (+100.0K shares, valued at $13.5M).

1M P&L

+60.9M+17.71%

3M P&L

+211.5M+109.56%

HY P&L

+234.9M+138.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Computer Hardware63.5M

30.5%

2Semiconductors55.2M

26.6%

3Electrical Equipment & Parts38.6M

18.6%

Top Industries by Stock Count

1Semiconductors2 stocks

20.0%

2Electrical Equipment & Parts2 stocks

20.0%

3Internet Content & Information2 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNDK SANDISK CORP100.0K shares0.00%2026-03-312026-05-18

NVDA NVIDIA CORPORATION200.0K sharesnew addition2026-03-312026-05-18

VRT VERTIV HOLDINGS CO100.0K shares0.00%2026-03-312026-05-18

AMD ADVANCED MICRO DEVICES INC100.0K shares-33.33%2026-03-312026-05-18

VIAV VIAVI SOLUTIONS INC500.0K shares150.00%2026-03-312026-05-18

BE BLOOM ENERGY CORP100.0K shares0.00%2026-03-312026-05-18

RDDT REDDIT INC100.0K sharesnew addition2026-03-312026-05-18

BABA ALIBABA GROUP HLDG LTD100.0K shares-33.33%2026-03-312026-05-18

Sponsored

LMND LEMONADE INC100.0K shares0.00%2026-03-312026-05-18

SOGP SOUND GROUP INC100.0K shares0.00%2026-03-312026-05-18

SNDK

SANDISK CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION

New

Shares200.0K

Event2026-03-31

Filed2026-05-18

VRT

VERTIV HOLDINGS CO

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-18

AMD

ADVANCED MICRO DEVICES INC

-33.33%

Shares100.0K

Event2026-03-31

Filed2026-05-18

VIAV

VIAVI SOLUTIONS INC

150.00%

Shares500.0K

Event2026-03-31

Filed2026-05-18

BLOOM ENERGY CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-18

RDDT

REDDIT INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-18

BABA

ALIBABA GROUP HLDG LTD

-33.33%

Shares100.0K

Event2026-03-31

Filed2026-05-18

LMND

LEMONADE INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-18

SOGP

SOUND GROUP INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-18

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available