Ma Investment Partnership, LP holds a concentrated book of 10 stocks worth $208.0M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened NVIDIA CORPORATION and trimmed ADVANCED MICRO DEVICES INC. Their largest long position is SANDISK CORP at 31% of the equity book.
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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.
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.
3% 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, no cost basis
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 | $63.5M | 100.0K | 30.5% | —Held | |
| 2 | Nvidia Corporation COM | $34.9M | 200.0K | 16.8% | ▲New New position | |
| 3 | Vertiv Holdings Co COM CL A | $25.1M | 100.0K | 12.0% | —Held | |
| 4 | Advanced Micro Devices Inc COM | $20.3M | 100.0K | 9.8% | ▼−33% Reduced · −50K sh | |
| 5 | Viavi Solutions Inc COM | $16.6M | 500.0K | 8.0% | ▲+150% Added · +300K sh | |
| 6 | Bloom Energy Corp COM CL A | $13.5M | 100.0K | 6.5% | —Held | |
| 7 | Reddit Inc CL A | $13.5M | 100.0K | 6.5% | ▲New New position | |
| 8 | Alibaba Group Hldg Ltd SPONSORED ADS | $12.5M | 100.0K | 6.0% | ▼−33% Reduced · −50K sh | |
| 9 | Lemonade Inc COM | $6.3M | 100.0K | 3.0% | —Held | |
| 10 | Sound Group Inc SPONSORED ADS | $1.7M | 100.0K | 0.8% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.