Ma Investment Partnership, LP Diversified Active

Location: Hillsborough, CA

CIK: 0001536336 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 18, 2026

Total Value: $208M (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (2)

NVDA NVIDIA CORPORATION 16.8%

Value $34.88M Shares 200,000 Est. Cost $186.63 Unrealized 0.0%

RDDT REDDIT INC 6.5%

Value $13.46M Shares 100,000 Est. Cost $189.65 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	200,000	$34.88M	16.8%	$186.63	0.0%	COM	67066G104
RDDT	REDDIT INC	100,000	$13.46M	6.5%	$189.65	0.0%	CL A	75734B100

Increased Positions (1)

VIAV VIAVI SOLUTIONS INC 8.0%

Value $16.64M (+366.9%) Shares 500,000 (+150.0%) Est. Cost $20.24 Unrealized +13.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VIAV	VIAVI SOLUTIONS INC	500,000 (+150.0%)	$16.64M (+366.9%)	8.0%	$20.24	+13.5%	COM	925550105

Decreased Positions (2)

AMD ADVANCED MICRO DEVICES INC 9.8%

Value $20.34M (-36.7%) Shares 100,000 (-33.3%) Est. Cost $224.60 Unrealized -1.3%

BABA ALIBABA GROUP HLDG LTD 6.0%

Value $12.55M (-42.9%) Shares 100,000 (-33.3%) Est. Cost $146.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	100,000 (-33.3%)	$20.34M (-36.7%)	9.8%	$224.60	-1.3%	COM	007903107
BABA	ALIBABA GROUP HLDG LTD	100,000 (-33.3%)	$12.55M (-42.9%)	6.0%	$146.58	—	SPONSORED ADS	01609W102

Unchanged Positions (5)

SNDK SANDISK CORP 30.5%

Value $63.53M Shares 100,000 Est. Cost $200.29 Unrealized +157.9%

VRT VERTIV HOLDINGS CO 12.0%

Value $25.06M Shares 100,000 Est. Cost $173.58 Unrealized +15.1%

BE BLOOM ENERGY CORP 6.5%

Value $13.55M Shares 100,000 Est. Cost $105.07 Unrealized +37.7%

LMND LEMONADE INC 3.0%

Value $6.268M Shares 100,000 Est. Cost $67.18 Unrealized +12.0%

SOGP SOUND GROUP INC 0.8%

Value $1.688M Shares 100,000 Est. Cost $11.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	100,000	$63.53M	30.5%	$200.29	+157.9%	COM	80004C200
VRT	VERTIV HOLDINGS CO	100,000	$25.06M	12.0%	$173.58	+15.1%	COM CL A	92537N108
BE	BLOOM ENERGY CORP	100,000	$13.55M	6.5%	$105.07	+37.7%	COM CL A	093712107
LMND	LEMONADE INC	100,000	$6.268M	3.0%	$67.18	+12.0%	COM	52567D107
SOGP	SOUND GROUP INC	100,000	$1.688M	0.8%	$11.62	—	SPONSORED ADS	53933L203