account_balance
Investment manager · 13F filer · SEC CIK 1351431
Matthew 25 Management Corp
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Email when they file new holdings (13F), about 4 times a year, with what they bought and sold. Free.
Reported value$345Mas of Sep 30, 2026
Positions20 1 new, 1 sold out
Top 10 weight78.6%NVDA alone is 25%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
25.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.0%Trimmed −16%
LLYELI Lilly & Co
7.4%Trimmed −10%
AMZNAmazon.com Inc
6.9%
PLTRPalantir Technologies Inc.
5.1%Trimmed −13%
AAPLApple Inc.
5.0%Trimmed −3%
MELIMercadoLibre Inc
4.8%Added +8%
COHRCoherent Corp.
4.6%Added +55%
AGM-AFederal Agricultural Mortgage Corp
4.3%Added +2%
JPMJPMorgan Chase & Co
4.0%
PKPark Hotels & Resorts Inc.
3.9%Added +6%
GSGoldman Sachs Group Inc
3.9%
NVDANVIDIA Corp
25.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.0%
LLYELI Lilly & Co
7.4%
AMZNAmazon.com Inc
6.9%
PLTRPalantir Technologies Inc.
5.1%
AAPL5.0%MELI4.8%COHR4.6%AGM-A4.3%JPM4.0%PK3.9%GS3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 25.5% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 11.0% Trimmed −16%LLY ELI Lilly & Co 7.4% Trimmed −10%AMZN Amazon.com Inc 6.9% HeldPLTR Palantir Technologies Inc. 5.1% Trimmed −13%AAPL Apple Inc. 5.0% Trimmed −3%MELI MercadoLibre Inc 4.8% Added +8%COHR Coherent Corp. 4.6% Added +55%AGM-A Federal Agricultural Mortgage Corp 4.3% Added +2%JPM JPMorgan Chase & Co 4.0% HeldPK Park Hotels & Resorts Inc. 3.9% Added +6%GS Goldman Sachs Group Inc 3.9% Held
What changed
Biggest moves since Jun 30, 2026
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