Matthew 25 Management Corp: 13F holdings
CIK 13514312026Q2
| Positions | 20 |
|---|---|
| Reported value | $345.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corp. | 380,500 | $76.1m | 22.0% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 99,000 | $47.3m | 13.7% |
| LLY Eli Lilly & Co | 24,500 | $29.4m | 8.5% |
| AMZN Amazon | 97,500 | $23.2m | 6.7% |
| AAPL Apple, Inc. | 53,500 | $15.5m | 4.5% |
| GS Goldman Sachs Group, Inc. | 15,000 | $15.2m | 4.4% |
| MELI Mercadolibre Inc | 8,850 | $15.0m | 4.3% |
| AGM Federal Agric Mtg Corp | 102,000 | $15.0m | 4.3% |
| COHR Coherent Corp. | 35,500 | $14.0m | 4.1% |
| TSLA Tesla, Inc. | 32,500 | $13.7m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1351431")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.