Matthew 25 Management Corp reported 20 holdings worth US$345M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Matthew 25 Management Corp reported 20 holdings worth US$345M as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Eli Lilly And Company. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$345M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 381K | US$76.1M | 22.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 99,000 | US$47.3M | 13.7% |
| Eli Lilly And Company | 24,500 | US$29.4M | 8.5% |
| Amazon.com, Inc. | 97,500 | US$23.2M | 6.7% |
| Federal Agricultural Mortgage Corporation | 86,264 | US$17.2M | 5.0% |
| Apple Inc | 53,500 | US$15.5M | 4.5% |
| Goldman Sachs Group, Inc. (the) | 15,000 | US$15.2M | 4.4% |
| Mercadolibre, Inc. | 8,850 | US$15M | 4.3% |
| Coherent Corp. | 35,500 | US$14M | 4.1% |
| Tesla, Inc. | 32,500 | US$13.7M | 4.0% |
| Jp Morgan Chase & Co. | 41,750 | US$13.7M | 4.0% |
| Palantir Technologies Inc. | 108K | US$12.5M | 3.6% |
| Park Hotels & Resorts Inc. | 830K | US$11.8M | 3.4% |
| Berkshire Hathaway Inc. | 20,951 | US$10.5M | 3.0% |
| East West Bancorp, Inc. | 72,500 | US$9.36M | 2.7% |
| Kkr & Co. Inc. | 100K | US$9.18M | 2.7% |
| Circle Internet Group, Inc. | 83,000 | US$5.2M | 1.5% |
| Solstice Advanced Materials Inc. | 44,000 | US$3.9M | 1.1% |