Ma Investment Partnership, LP holds a concentrated book of 13 stocks worth $561.4M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Silicon Motion Technol-ADR. Their largest long position is Sandisk Corp at 40% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Ma Investment Partnership, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 2 / 13 | $1.3B |
| Bbfit Investments Pte Ltd | 2 / 13 | $812.8M |
| Elemental Capital Partners LLC | 2 / 13 | $312.5M |
| Sassicaia Capital Advisers LLC | 3 / 13 | $138.9M |
| Summa Corp. | 3 / 13 | $185.6M |
| Palidye Holdings (Caymans) Ltd | 2 / 13 | $299.4M |
| Boundless Plain Holdings Ltd | 2 / 13 | $213.5M |
| Ketron Financial | 2 / 13 | $140.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Ma Investment Partnership, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $227.4M | 100.0K | 40.5% | —Held | |
| 2 | Nvidia Corporation COM | $80.0M | 400.0K | 14.3% | ▲+100% Added · +200K sh | |
| 3 | Advanced Micro Devices Inc COM | $58.1M | 100.0K | 10.3% | —Held | |
| 4 | Reddit Inc CL A | $34.7M | 200.0K | 6.2% | ▲+100% Added · +100K sh | |
| 5 | Vertiv Holdings Co COM CL A | $33.5M | 100.0K | 6.0% | —Held | |
| 6 | Silicon Motion Technology Co SPONSORED ADR | $33.3M | 100.0K | 5.9% | ▲New New position | |
| 7 | Bloom Energy Corp COM CL A | $30.3M | 100.0K | 5.4% | —Held | |
| 8 | Viavi Solutions Inc COM | $23.9M | 500.0K | 4.3% | —Held | |
| 9 | Victorias Secret And Co COMMON STOCK | $16.7M | 200.0K | 3.0% | ▲New New position | |
| 10 | Alibaba Group Hldg Ltd SPONSORED ADS | $9.6M | 100.0K | 1.7% | —Held | |
| 11 | Lemonade Inc COM | $6.5M | 100.0K | 1.2% | —Held | |
| 12 | Bandwidth Inc COM CL A | $6.3M | 100.0K | 1.1% | ▲New New position | |
| 13 | Sound Group Inc SPONSORED ADS | $1.1M | 100.0K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536336/holdings"
Use Arkolith to show Ma Investment Partnership, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 17, 2026 | 13 | $561.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 10 | $208.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 18, 2026 | 8 | $114.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 1 | $0 | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 1 | $8.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 1 | $0 | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 1 | $0 | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 1 | $0 | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 12 | $164.0M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 12 | $179.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 12 | $148.7M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 12 | $149.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.