Titelia

Holdings of Ma Investment Partnership, LP

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Net assets
-
Positions
10 in 2 countries
Top ten
100.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Sandisk Corp/DE 100,00063.5M $
2NVIDIA Corp 200,00034.9M $
3Vertiv Holdings Co 100,00025.1M $
4Advanced Micro Devices Inc 100,00020.3M $
5Viavi Solutions Inc 500,00016.6M $
6Bloom Energy Corp 100,00013.5M $
7Reddit Inc 100,00013.5M $
8Alibaba Group Holding Ltd 100,00012.5M $
9Lemonade Inc 100,0006.3M $
10LIZHI INC 100,0001.7M $

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Sector breakdown

  • Technology 26.6 %
  • Industrials 18.6 %
  • Consumer discretionary 6.0 %
  • Unattributed 48.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.2 %
  • Cayman Islands 0.8 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States9206.3M $99.19 %
2Cayman Islands11.7M $0.81 %
Cite this page

Titelia. "Holdings of Ma Investment Partnership, LP". https://titelia.com/en/funds/US13F1536336