Filed: 8/17/2026ACC: 0001536336-26-000005
📋 What this filing means
MA INVESTMENT PARTNERSHIP, LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $561.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$561.43M
Total AUM (reported)
2.20M
Total Shares
Allocation by class
COM$395.88M70.5%
COM CL A$70.08M12.5%
CL A$34.72M6.2%
SPONSORED ADR$33.33M5.9%
COMMON STOCK$16.70M3.0%
SPONSORED ADS$10.72M1.9%
Portfolio Concentration
Top 3$365.50M65.1%
4–10$181.97M32.4%
11–25$13.96M2.5%
Top 3 weight
65.1%
Top 10 weight
97.5%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
1.90M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
SANDISK CORP
SOLEShares100K
TypeSH
Market value$227.37M
40.50%
Sole
100K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares400K
TypeSH
Market value$80.04M
14.26%
Sole
200K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares100K
TypeSH
Market value$58.09M
10.35%
Sole
100K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares200K
TypeSH
Market value$34.72M
6.18%
Sole
100K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares100K
TypeSH
Market value$33.48M
5.96%
Sole
100K
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares100K
TypeSH
Market value$33.33M
5.94%
Sole
100K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares100K
TypeSH
Market value$30.27M
5.39%
Sole
100K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares500K
TypeSH
Market value$23.88M
4.25%
Sole
500K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares200K
TypeSH
Market value$16.70M
2.97%
Sole
200K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares100K
TypeSH
Market value$9.60M
1.71%
Sole
100K
Shared
0.00
None
0.00
LEMONADE INC
SOLEShares100K
TypeSH
Market value$6.50M
1.16%
Sole
100K
Shared
0.00
None
0.00
BANDWIDTH INC
SOLEShares100K
TypeSH
Market value$6.33M
1.13%
Sole
100K
Shared
0.00
None
0.00
SOUND GROUP INC
SOLEShares100K
TypeSH
Market value$1.12M
0.20%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 100K | SH | $227.37M 40.50% | 100K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 400K | SH | $80.04M 14.26% | 200K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 100K | SH | $58.09M 10.35% | 100K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 200K | SH | $34.72M 6.18% | 100K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 100K | SH | $33.48M 5.96% | 100K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 100K | SH | $33.33M 5.94% | 100K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 100K | SH | $30.27M 5.39% | 100K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 500K | SH | $23.88M 4.25% | 500K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 200K | SH | $16.70M 2.97% | 200K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 100K | SH | $9.60M 1.71% | 100K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 100K | SH | $6.50M 1.16% | 100K | 0.00 | 0.00 |
BANDWIDTH INCSOLE | COM CL A | 100K | SH | $6.33M 1.13% | 100K | 0.00 | 0.00 |
SOUND GROUP INCSOLE | SPONSORED ADS | 100K | SH | $1.12M 0.20% | 100K | 0.00 | 0.00 |