Ma Investment Partnership, LP
CIK: 1536336SEC EDGAR →
Portfolio Value
$20.6B
Holdings
8
As of
Q1 2026
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | 100,000 | $8.7B | 42.12% |
| 2 | LEMONADE INC | 100,000 | $7.1B | 34.51% |
| 3 | VIAVI SOLUTIONS INC | 200,000 | $3.6B | 17.28% |
| 4 | SOUND GROUP INC | 100,000 | $1.2B | 5.63% |
| 5 | ADVANCED MICRO DEVICES INC | 150,000 | $32.1M | 0.16% |
| 6 | SANDISK CORP | 100,000 | $23.7M | 0.12% |
| 7 | ALIBABA GROUP HLDG LTD | 150,000 | $22.0M | 0.11% |
| 8 | VERTIV HOLDINGS CO | 100,000 | $16.2M | 0.08% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 2 | $8.7B | 42.2% |
| Financial Services | 1 | $7.1B | 34.5% |
| Technology | 4 | $4.8B | 23.2% |
| Consumer Cyclical | 1 | $22.0M | 0.1% |