Filed: 5/18/2026ACC: 0001536336-26-000003
📋 What this filing means
MA INVESTMENT PARTNERSHIP, LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $114.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$114.58M
Total AUM (reported)
1M
Total Shares
Allocation by class
COM$66.54M58.1%
COM CL A$24.89M21.7%
SPONSORED ADS$23.15M20.2%
Portfolio Concentration
Top 3$77.85M67.9%
4–10$36.73M32.1%
Top 3 weight
67.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1M
Sole
Full voting authority
1M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
ADVANCED MICRO DEVICES INC
SOLEShares150K
TypeSH
Market value$32.12M
28.04%
Sole
150K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares100K
TypeSH
Market value$23.74M
20.72%
Sole
100K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares150K
TypeSH
Market value$21.99M
19.19%
Sole
150K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares100K
TypeSH
Market value$16.20M
14.14%
Sole
100K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares100K
TypeSH
Market value$8.69M
7.58%
Sole
100K
Shared
0.00
None
0.00
LEMONADE INC
SOLEShares100K
TypeSH
Market value$7.12M
6.21%
Sole
100K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares200K
TypeSH
Market value$3.56M
3.11%
Sole
200K
Shared
0.00
None
0.00
SOUND GROUP INC
SOLEShares100K
TypeSH
Market value$1.16M
1.01%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | COM | 150K | SH | $32.12M 28.04% | 150K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 100K | SH | $23.74M 20.72% | 100K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 150K | SH | $21.99M 19.19% | 150K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 100K | SH | $16.20M 14.14% | 100K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 100K | SH | $8.69M 7.58% | 100K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 100K | SH | $7.12M 6.21% | 100K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 200K | SH | $3.56M 3.11% | 200K | 0.00 | 0.00 |
SOUND GROUP INCSOLE | SPONSORED ADS | 100K | SH | $1.16M 1.01% | 100K | 0.00 | 0.00 |