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MA INVESTMENT PARTNERSHIP, LP 13F portfolio summary

MA INVESTMENT PARTNERSHIP, LP of MA INVESTMENT PARTNERSHIP, LP has 13 current stock holdings with a reported portfolio value of $561.4M. The portfolio 1 year return is +212.03%. Top holdings include SNDK (40.50%), NVDA (14.26%), AMD (10.35%), RDDT (6.18%), VRT (5.96%).

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MA INVESTMENT PARTNERSHIP, LP

MA INVESTMENT PARTNERSHIP, LP
Latest filing: 2026-06-30

MA INVESTMENT PARTNERSHIP, LP runs MA INVESTMENT PARTNERSHIP, LP and currently holds 13 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $561.43M. Their top holdings are SNDK, NVDA, AMD, RDDT, VRT. The top five represent 77.2% of reported portfolio weight. MA INVESTMENT PARTNERSHIP, LP ranks #51 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MA INVESTMENT PARTNERSHIP, LP initiated 3 new positions. They added to 2 existing positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
SNDK40.5%
NVDA14.3%
AMD10.3%
RDDT6.2%
VRT6.0%
Top 5: 77.2%
Portfolio Returns
1 Year
+212.03%
#13/1000
3 Year
+212.03%
#69/1000
5 Year
+186.54%
#75/1000

Portfolio Value

$561.43M

Alpha Score

192.2

#51 of 1000

Holdings

13

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13 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SNDK
SANDISK CORP
40.50%$237.38$1,596.10+572.38%
Held
NVDA
NVIDIA CORPORATION
14.26%$187.25$214.76+14.69%
Added
+100.00%
AMD
ADVANCED MICRO DEVICES INC
10.35%$214.16$473.25+120.98%
Held
RDDT
REDDIT INC
6.18%$154.12$153.25-0.56%
Added
+100.00%
VRT
VERTIV HOLDINGS CO
5.96%$162.01$262.00+61.72%
Held
SIMO
SILICON MOTION TECHNOLOGY CO
5.94%$333.33$258.36-22.49%
New Buy
BE
BLOOM ENERGY CORP
5.39%$86.89$201.42+131.81%
Held
VIAV
VIAVI SOLUTIONS INC
4.25%$27.10$38.90+43.54%
Held
VSCO
VICTORIAS SECRET AND CO
2.97%$83.48$91.51+9.62%
New Buy
BABA
ALIBABA GROUP HLDG LTD
1.71%$146.58$119.30-18.61%
Held

Showing 1-10 of 13