$149 Million is the total value of Ma Investment Partnership, LP's 13 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ROKU | New | ROKU INC | $24,902,000 | – | 75,000 | +100.0% | 16.66% | – |
| SNAP | New | SNAP INCcl a | $20,028,000 | – | 400,000 | +100.0% | 13.40% | – |
| SE | New | SEA LTDsponsored ads | $19,905,000 | – | 100,000 | +100.0% | 13.32% | – |
| SQ | New | SQUARE INCcl a | $17,411,000 | – | 80,000 | +100.0% | 11.65% | – |
| PINS | New | PINTEREST INCcl a | $13,180,000 | – | 200,000 | +100.0% | 8.82% | – |
| TDOC | New | TELEDOC HEALTH INC | $11,838,000 | – | 59,200 | +100.0% | 7.92% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $10,591,000 | – | 50,000 | +100.0% | 7.09% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $9,171,000 | – | 100,000 | +100.0% | 6.14% | – |
| STNE | New | STONECO LTD | $8,392,000 | – | 100,000 | +100.0% | 5.62% | – |
| NET | New | CLOUDFLARE INC | $7,599,000 | – | 100,000 | +100.0% | 5.08% | – |
| PENN | New | PENN NATL GAMING INC | $4,319,000 | – | 50,000 | +100.0% | 2.89% | – |
| NVTA | New | INVITAE CORP | $2,091,000 | – | 50,000 | +100.0% | 1.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ROKU INC | 4 | Q3 2021 | 19.2% |
| SEA LTD | 4 | Q3 2021 | 19.4% |
| SNAP INC | 4 | Q3 2021 | 18.0% |
| SQUARE INC | 4 | Q3 2021 | 12.2% |
| PINTEREST INC | 4 | Q3 2021 | 10.0% |
| CROWDSTRIKE HLDGS INC | 4 | Q3 2021 | 7.5% |
| TELEDOC HEALTH INC | 4 | Q3 2021 | 7.9% |
| ADVANCED MICRO DEVICES INC | 4 | Q3 2021 | 6.3% |
| CLOUDFLARE INC | 4 | Q3 2021 | 6.9% |
| STONECO LTD | 4 | Q3 2021 | 5.6% |
View Ma Investment Partnership, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-16 |
| 13F-HR | 2021-08-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-16 |
View Ma Investment Partnership, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.