MA INVESTMENT PARTNERSHIP, LP 13F Portfolio
MA INVESTMENT PARTNERSHIP, LP runs MA INVESTMENT PARTNERSHIP, LP and currently holds 13 stock positions, which is fewer than the average of 231 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 #54 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%.
Portfolio Value
$561.43M
Alpha Score
192.2
#54 of 1000
Holdings
13
MA INVESTMENT PARTNERSHIP, LP Current 13F Holdings
Reported holdings from MA INVESTMENT PARTNERSHIP, LP's latest SEC 13F filing, ranked by portfolio weight.
13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 40.50% | $237.38 | $1,581.82 | +566.37% | Held |
 NVDA NVIDIA CORPORATION | 14.26% | $187.25 | $229.28 | +22.45% | Added +100.00% |
 AMD ADVANCED MICRO DEVICES INC | 10.35% | $214.16 | $608.10 | +183.95% | Held |
 RDDT REDDIT INC | 6.18% | $154.12 | $159.74 | +3.65% | Added +100.00% |
 VRT VERTIV HOLDINGS CO | 5.96% | $162.01 | $242.73 | +49.82% | Held |
 SIMO SILICON MOTION TECHNOLOGY CO | 5.94% | $333.33 | $263.90 | -20.83% | New Buy |
 BE BLOOM ENERGY CORP | 5.39% | $86.89 | $280.18 | +222.45% | Held |
 VIAV VIAVI SOLUTIONS INC | 4.25% | $27.10 | $45.46 | +67.75% | 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 | $111.37 | -24.02% | Held |
Showing 1-10 of 13