Portfolio (Quarterly)
Guide ↗
Ma Investment Partnership, LP
· CIK 0001536336| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 200,000.0 | $34.9M | 16.77% | NEW | — | $174.40 | +21.4% |
| 2 | RDDT | REDDIT INC | Communication Services | 100,000.0 | $13.5M | 6.47% | NEW | — | $134.65 | +51.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
65.9%
Industrials
18.6%
Communication Services
6.5%
Consumer Cyclical
6.0%
Financial Services
3.0%