MI
Ma Investment Partnership, LP's 13F Portfolio ($561.4M, Q2 2026)
Ma Investment Partnership, LPCIK: 0001536336
High-turnover traderSector-focusedMomentum follower
Total reported value
$561.4M
Reporting period: 2026-06-30 · Number of holdings: 13
Ma Investment Partnership, LP disclosed 13 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $561.4M and a quarterly turnover rate of 93.7%.
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Personality snowflake
- Concentration
- 84.84
- Portfolio Stability
- 93.71
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 26
- Sizing Uniformity
- 86.2
Ma Investment Partnership, LP's disclosed holdings carry a Herfindahl concentration index of 0.212 — mathematically equivalent to about 5 equally-sized positions, well below its 13 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.38), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 8.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SNDK
0.0% $163.8M
Trim VRT
0.0% $8.4M
New buy SIMO
Trim BABA
0.0% -$2.9M
Trim VIAV
0.0% $7.2M
New buy VSXY
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | Stock-Tech | 40.50% | +9.95% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 14.26% | -2.51% | +100.00% | |
| 3 | AMD | Advanced Micro Devices | Stock-Tech | 10.35% | +0.57% | — | |
| 4 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 6.18% | -0.29% | +100.00% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 5.96% | -6.09% | — | |
| 6 | SIMO | Silicon Motion Technol-adr | Stock-Other | 5.94% | +5.94% | NEW | |
| 7 | BE | Bloom Energy Corp- A | Stock-Industrials | 5.39% | -1.12% | — | |
| 8 | VIAV | Viavi Solutions Inc | Stock-Tech | 4.25% | -3.75% | — | |
| 9 | VSXY | Victoria's Secret & Co | Stock-Consumer Disc | 2.97% | +2.97% | NEW | |
| 10 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.71% | -4.32% | — | |
| 11 | LMND | Lemonade Inc | Stock-Financials | 1.16% | -1.85% | — | |
| 12 | BAND | Bandwidth Inc-class A | Stock-Other | 1.13% | +1.13% | NEW | |
| 13 | SOGP | Sound Group Inc | Stock-Other | 0.20% | -0.61% | — |
Portfolio Performance
Performance for Q3 2026
-12.3%
Performance Last 4 Quarters
+78.2%
- Stdev
- +104.7%
- Beta
- +4.29
- Alpha
- +58.6%
- Max Drawdown
- -31.9%
- Annualized Perf
- +217.6%
- Batting Avg vs S&P
- +83.3%
- Sortino
- +3.64
- Stutzer
- +0.5
- Treynor
- +0.38
- Sterling
- —
- Calmar
- +6.82
- Information Ratio
- +1.53
- Tracking Error
- +91.2%
- Stdev Down
- +45.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.52
- Sharpe
- +1.57
- Stdev Sectors
- +27.6%
- Skewness
- -0.06
- Kurtosis
- -0.63
- Upside Potential
- +5.12
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Ma Investment Partnership, LP's most significant position changes for 2026-06-30: New buy: Silicon Motion Technol-adr (SIMO); New buy: Victoria's Secret & Co (VSXY); New buy: Bandwidth Inc-class A (BAND); Add: Nvidia CORP (NVDA) — shares +100.00%; Add: Reddit Inc-cl A (RDDT) — shares +100.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +10% | — | Unchanged |
| 2 | SIMO | Silicon Motion Technol-adr | +5.9% | NEW | New buy |
| 3 | VSXY | Victoria's Secret & Co | +3% | NEW | New buy |
| 4 | BAND | Bandwidth Inc-class A | +1.1% | NEW | New buy |
| 5 | AMD | Advanced Micro Devices | +0.6% | — | Unchanged |
| 6 | RDDT | Reddit Inc-cl A | -0.3% | +100.00% | Add |
| 7 | SOGP | Sound Group Inc | -0.6% | — | Unchanged |
| 8 | BE | Bloom Energy Corp- A | -1.1% | — | Unchanged |
| 9 | LMND | Lemonade Inc | -1.9% | — | Unchanged |
| 10 | NVDA | Nvidia CORP | -2.5% | +100.00% | Add |
| 11 | VIAV | Viavi Solutions Inc | -3.8% | — | Unchanged |
| 12 | BABA | Alibaba Group Holding-sp Adr | -4.3% | — | Unchanged |
| 13 | VRT | Vertiv Holdings Co-a | -6.1% | — | Unchanged |
Filing History
FAQ
What is Ma Investment Partnership, LP and what type of investor is it?
Ma Investment Partnership, LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $561.4M, spread across 13 disclosed positions.
What are Ma Investment Partnership, LP's largest equity positions?
Based on the latest 13F filing, Ma Investment Partnership, LP's top holdings by market value are:
1. Sandisk CORP (SNDK) — $227.4M (40.5%)
2. Nvidia CORP (NVDA) — $80.0M (14.3%)
3. Advanced Micro Devices (AMD) — $58.1M (10.3%)
4. Reddit Inc-cl A (RDDT) — $34.7M (6.2%)
5. Vertiv Holdings Co-a (VRT) — $33.5M (6.0%)
What changes did Ma Investment Partnership, LP make in its most recent portfolio filing?
In the latest quarter, Ma Investment Partnership, LP was primarily adding exposure — initiating 3 new positions and adding to 2 existing holdings. The largest of these moves: New buy: Silicon Motion Technol-adr (SIMO); New buy: Victoria's Secret & Co (VSXY); New buy: Bandwidth Inc-class A (BAND); Add: Nvidia CORP (NVDA) — shares +100.00%; Add: Reddit Inc-cl A (RDDT) — shares +100.00%
What sectors does Ma Investment Partnership, LP focus on?
Ma Investment Partnership, LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 74.8%
• Industrials: 12.2%
• Communication Services: 6.7%
• Consumer Discretionary: 5.0%
• Financials: 1.3%
Investment Profile
Ma Investment Partnership, LP returned an annualized 217.6% over the trailing 6 months — outperforming the S&P 500 by 58.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 4.29 (more volatile than the market) and a 83% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading, with 74.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 94 over the past 4 quarters — a shift toward more active trading.
It has added to its SNDK position over the past two quarters (+$203.6M, now $227.4M), while trimming BABA over the same stretch (-$12.4M, still holding $9.6M).
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Developer Access
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