Ma Investment Partnership
Ma Investment Partnership reported 13 stocks worth $561M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are SNDK (40.5%), NVDA (14.3%) and AMD (10.3%). Compared with Q1 2026, the fund opened new positions in SIMO, VSXY and BAND and added to NVDA and RDDT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $227M | 40.5% | 100K | No change | 3 of 3 | |
| 2 |  NVDA Nvidia Corporation | $80M | 14.3% | 400K | +200K (+100%) | 2 of 3 | |
| 3 |  AMD Advanced Micro Devices Inc | $58.1M | 10.3% | 100K | No change | 3 of 3 | |
| 4 |  RDDT Reddit Inc | $34.7M | 6.2% | 200K | +100K (+100%) | 2 of 3 | |
| 5 |  VRT Vertiv Holdings Co | $33.5M | 6.0% | 100K | No change | 3 of 3 | |
| 6 |  SIMO Silicon Motion Technology Co | $33.3M | 5.9% | 100K | New position | 1 of 3 | |
| 7 |  BE Bloom Energy Corp | $30.3M | 5.4% | 100K | No change | 3 of 3 | |
| 8 |  VIAV Viavi Solutions Inc | $23.9M | 4.3% | 500K | No change | 3 of 3 | |
| 9 |  VSXY Victorias Secret and Co | $16.7M | 3.0% | 200K | New position | 1 of 3 | |
| 10 |  BABA Alibaba Group Hldg Ltd F | $9.6M | 1.7% | 100K | No change | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ma Investment Partnership 13F FAQ
What does Ma Investment Partnership own?
Ma Investment Partnership reported 13 stocks worth $561M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are SNDK (40.5%), NVDA (14.3%) and AMD (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Ma Investment Partnership buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 2 added to, 0 trimmed and 0 sold out. New positions include SIMO, VSXY and BAND.
When will Ma Investment Partnership file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ma Investment Partnership's portfolio worth?
The Q2 2026 filing reports $561M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.