Ma Investment Partnership, LP Diversified Active

Location: Hillsborough, CA

CIK: 0001536336 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: May 18, 2026

Total Value: $115M (100.0% shares, 0.0% debt)

Holdings (8)

AMD ADVANCED MICRO DEVICES INC 28.0%

Value $32.12M Shares 150,000 Est. Cost $224.60 Unrealized 0.0%

SNDK SANDISK CORP 20.7%

Value $23.74M Shares 100,000 Est. Cost $200.29 Unrealized 0.0%

BABA ALIBABA GROUP HLDG LTD 19.2%

Value $21.99M Shares 150,000 Est. Cost $146.58 Unrealized —

VRT VERTIV HOLDINGS CO 14.1%

Value $16.2M Shares 100,000 Est. Cost $173.58 Unrealized 0.0%

BE BLOOM ENERGY CORP 7.6%

Value $8.689M Shares 100,000 Est. Cost $105.07 Unrealized 0.0%

LMND LEMONADE INC 6.2%

Value $7.118M Shares 100,000 Est. Cost $67.18 Unrealized 0.0%

VIAV VIAVI SOLUTIONS INC 3.1%

Value $3.564M Shares 200,000 Est. Cost $16.15 Unrealized 0.0%

SOGP SOUND GROUP INC 1.0%

Value $1.162M Shares 100,000 Est. Cost $11.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	150,000	$32.12M	28.0%	$224.60	0.0%	COM	007903107
SNDK	SANDISK CORP	100,000	$23.74M	20.7%	$200.29	0.0%	COM	80004C200
BABA	ALIBABA GROUP HLDG LTD	150,000	$21.99M	19.2%	$146.58	—	SPONSORED ADS	01609W102
VRT	VERTIV HOLDINGS CO	100,000	$16.2M	14.1%	$173.58	0.0%	COM CL A	92537N108
BE	BLOOM ENERGY CORP	100,000	$8.689M	7.6%	$105.07	0.0%	COM CL A	093712107
LMND	LEMONADE INC	100,000	$7.118M	6.2%	$67.18	0.0%	COM	52567D107
VIAV	VIAVI SOLUTIONS INC	200,000	$3.564M	3.1%	$16.15	0.0%	COM	925550105
SOGP	SOUND GROUP INC	100,000	$1.162M	1.0%	$11.62	—	SPONSORED ADS	53933L203