Matthew 25 Management Corp
Matthew 25 Management Corp reported 20 positions worth $345.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (22.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $76.1M | 22.04% | 380,500 | — | — | |
| ▸ 2 | TSM | SH | $47.3M | 13.69% | 99,000 | — | — | |
| ▸ 3 | LLY | SH | $29.4M | 8.51% | 24,500 | — | — | |
| ▸ 4 | AMZN | SH | $23.2M | 6.73% | 97,500 | — | — | |
| ▸ 5 | AAPL | SH | $15.5M | 4.48% | 53,500 | — | — | |
| ▸ 6 | GS | SH | $15.2M | 4.39% | 15,000 | — | — | |
| ▸ 7 | MELI | SH | $15.0M | 4.35% | 8,850 | — | — | |
| ▸ 8 | AGM-A | SH | $15.0M | 4.34% | 102,000 | — | — | |
| ▸ 9 | COHR | SH | $14.0M | 4.05% | 35,500 | — | — | |
| ▸ 10 | TSLA | SH | $13.7M | 3.96% | 32,500 | — | — |
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Frequently Asked Questions
What stocks does Matthew 25 Management Corp hold as of Q2 2026?
Matthew 25 Management Corp reported 20 positions worth $345.5M in its Q2 2026 13F filing. Largest positions: NVDA (22.0%), TSM (13.7%), LLY (8.5%), AMZN (6.7%) and AAPL (4.5%).
What did Matthew 25 Management Corp buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Matthew 25 Management Corp sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.