Filed: 5/18/2026ACC: 0001536336-26-000004
📋 What this filing means
MA INVESTMENT PARTNERSHIP, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $207.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$207.97M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COM$141.66M68.1%
COM CL A$38.61M18.6%
SPONSORED ADS$14.23M6.8%
CL A$13.46M6.5%
Portfolio Concentration
Top 3$123.47M59.4%
4–10$84.50M40.6%
Top 3 weight
59.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Sole
Full voting authority
1.50M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
SANDISK CORP
SOLEShares100K
TypeSH
Market value$63.53M
30.55%
Sole
100K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares200K
TypeSH
Market value$34.88M
16.77%
Sole
200K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares100K
TypeSH
Market value$25.06M
12.05%
Sole
100K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares100K
TypeSH
Market value$20.34M
9.78%
Sole
100K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares500K
TypeSH
Market value$16.64M
8.00%
Sole
500K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares100K
TypeSH
Market value$13.55M
6.51%
Sole
100K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares100K
TypeSH
Market value$13.46M
6.47%
Sole
100K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares100K
TypeSH
Market value$12.55M
6.03%
Sole
100K
Shared
0.00
None
0.00
LEMONADE INC
SOLEShares100K
TypeSH
Market value$6.27M
3.01%
Sole
100K
Shared
0.00
None
0.00
SOUND GROUP INC
SOLEShares100K
TypeSH
Market value$1.69M
0.81%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 100K | SH | $63.53M 30.55% | 100K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 200K | SH | $34.88M 16.77% | 200K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 100K | SH | $25.06M 12.05% | 100K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 100K | SH | $20.34M 9.78% | 100K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 500K | SH | $16.64M 8.00% | 500K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 100K | SH | $13.55M 6.51% | 100K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 100K | SH | $13.46M 6.47% | 100K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 100K | SH | $12.55M 6.03% | 100K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 100K | SH | $6.27M 3.01% | 100K | 0.00 | 0.00 |
SOUND GROUP INCSOLE | SPONSORED ADS | 100K | SH | $1.69M 0.81% | 100K | 0.00 | 0.00 |