Holdings of Ma Investment Partnership, LP
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 26.6 %
- Industrials 18.6 %
- Consumer discretionary 6.0 %
- Unattributed 48.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.2 %
- KY 0.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 9 | 206.3M $ | 99.19 % |
| 2 | KY | 1 | 1.7M $ | 0.81 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 100,000 | 63.5M $ | |
| 2 | NVIDIA Corp | 200,000 | 34.9M $ | |
| 3 | Vertiv Holdings Co | 100,000 | 25.1M $ | |
| 4 | Advanced Micro Devices Inc | 100,000 | 20.3M $ | |
| 5 | Viavi Solutions Inc | 500,000 | 16.6M $ | |
| 6 | Bloom Energy Corp | 100,000 | 13.5M $ | |
| 7 | Reddit Inc | 100,000 | 13.5M $ | |
| 8 | Alibaba Group Holding Ltd | 100,000 | 12.5M $ | |
| 9 | Lemonade Inc | 100,000 | 6.3M $ | |
| 10 | LIZHI INC | 100,000 | 1.7M $ |