Ma Investment Partnership, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI Ma Investment Partnership, LP | Institutional Filer | ▲ 80.14% | $322.6M | 10 |
Current Portfolio Holdings
Showing top 18 reported positions by value (Total positions in database: 10)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corporation | Technology | 100K | $63.5M | 19.70% |
| 2 | NVDA | NVIDIA Corporation | Technology | 200K | $34.9M | 10.81% |
| 3 | AMD | Advanced Micro Devices, Inc. | Technology | 150K | $32.1M | 9.96% |
| 4 | VRT | Vertiv Holdings Co | Industrials | 100K | $25.1M | 7.77% |
| 5 | SNDK | Sandisk Corporation | Technology | 100K | $23.7M | 7.36% |
| 6 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 150K | $22.0M | 6.82% |
| 7 | AMD | Advanced Micro Devices, Inc. | Technology | 100K | $20.3M | 6.31% |
| 8 | VIAV | Viavi Solutions Inc. | Technology | 500K | $16.6M | 5.16% |
| 9 | VRT | Vertiv Holdings Co | Industrials | 100K | $16.2M | 5.02% |
| 10 | BE | Bloom Energy Corporation | Industrials | 100K | $13.5M | 4.20% |
| 11 | RDDT | Reddit, Inc. | Communication Services | 100K | $13.5M | 4.17% |
| 12 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 100K | $12.5M | 3.89% |
| 13 | BE | Bloom Energy Corporation | Industrials | 100K | $8.7M | 2.69% |
| 14 | LMND | Lemonade, Inc. | Financial Services | 100K | $7.1M | 2.21% |
| 15 | LMND | Lemonade, Inc. | Financial Services | 100K | $6.3M | 1.94% |
Showing 1 to 15 of 18 holdings