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MIP

Ma Investment Partnership Portfolio holdings

AUM $561M
This Fund
S&P 500
This Quarter Est. Return
+32.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow %
102.44%
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$33.7M
2
BABA icon
Alibaba
BABA
+$24.4M
3
SNDK
Sandisk
SNDK
+$20M
4
VRT icon
Vertiv
VRT
+$17.4M
5
BE icon
Bloom Energy
BE
+$10.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 51.86%
2 Industrials 21.72%
3 Consumer Discretionary 19.19%
4 Financials 6.21%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
1
Advanced Micro Devices
AMD
$773B
$32.1M 28.04%
+150,000
New +$33.7M
SNDK
2
Sandisk
SNDK
$234B
$23.7M 20.72%
+100,000
New +$20M
BABA icon
3
Alibaba
BABA
$286B
$22M 19.19%
+150,000
New +$24.4M
VRT icon
4
Vertiv
VRT
$101B
$16.2M 14.14%
+100,000
New +$17.4M
BE icon
5
Bloom Energy
BE
$59.3B
$8.69M 7.58%
+100,000
New +$10.5M
LMND icon
6
Lemonade
LMND
$4.13B
$7.12M 6.21%
+100,000
New +$6.72M
VIAV icon
7
Viavi Solutions
VIAV
$9.6B
$3.56M 3.11%
+200,000
New +$3.23M
SOGP
8
Sound Group
SOGP
$51.6M
$1.16M 1.01%
+100,000
New +$1.41M

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DWM
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LC
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RSVP
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WAS
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Ma Investment Partnership's Q4 2025 Portfolio in Review

As of Q4 2025, Ma Investment Partnership held 8 positions worth $115M. Its ten largest holdings account for 100% of the portfolio.

Ma Investment Partnership deployed $117M of net new capital in Q4 2025, opening 8 new positions. Its largest new stake was Advanced Micro Devices: 150,000 shares worth $32.1M.

By sector, the portfolio is most concentrated in Technology at 52% of assets, followed by Industrials and Consumer Discretionary.

  • Ma Investment Partnership's largest Q4 2025 buy was Advanced Micro Devices: 150,000 shares worth $32.1M.
  • Ma Investment Partnership's ten largest holdings make up 100% of its $115M portfolio in Q4 2025.
  • Ma Investment Partnership opened 8 new positions and closed 0 in Q4 2025.

Based on Ma Investment Partnership's 13F filing for Q4 2025, filed 18 May 2026.