Matthew 25 Management Corp — 13F holdings

Matthew 25 Management Corp reported 20 holdings worth $345M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $76.1M (22.0%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $47.3M (13.7%)
3. LLY ELI LILLY & CO — $29.4M (8.5%)
4. AMZN AMAZON COM INC — $23.2M (6.7%)
5. AAPL APPLE INC — $15.5M (4.5%)
6. GS GOLDMAN SACHS GROUP INC — $15.2M (4.4%)
7. MELI Mercadolibre Inc — $15.0M (4.3%)
8. AGM.A FEDERAL AGRIC MTG CORP — $15.0M (4.3%)
9. COHR COHERENT CORP — $14.0M (4.1%)
10. TSLA TESLA INC — $13.7M (4.0%)