Matthew 25 Management Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
M2 Matthew 25 Management Corp | Institutional Filer | ▼ 7.92% | $301.1M | 20 |
Current Portfolio Holdings
Showing all 20 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 376K | $65.6M | 21.78% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 98K | $33.1M | 11.00% |
| 3 | LLY | Eli Lilly and Company | Healthcare | 28K | $25.3M | 8.40% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 98K | $20.5M | 6.80% |
| 5 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 9K | $14.8M | 4.91% |
| 6 | GS | The Goldman Sachs Group, Inc. | Financial Services | 17K | $14.4M | 4.78% |
| 7 | AAPL | Apple Inc. | Technology | 55K | $14.0M | 4.64% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 46K | $13.5M | 4.49% |
| 9 | PLTR | Palantir Technologies Inc. | Technology | 86K | $12.5M | 4.15% |
| 10 | AGMA | Federal Agric Mtg Corp | — | 102K | $12.2M | 4.04% |
| 11 | TSLA | Tesla, Inc. | Consumer Cyclical | 33K | $12.1M | 4.01% |
| 12 | BRKA | Berkshire Hathaway Inc. Class A | — | 15 | $10.8M | 3.58% |
| 13 | EWBC | East West Bancorp, Inc. | Financial Services | 88K | $9.3M | 3.10% |
| 14 | PK | Park Hotels & Resorts Inc. | Real Estate | 883K | $9.3M | 3.09% |
| 15 | KKR | KKR & Co. Inc. | Financial Services | 100K | $9.3M | 3.07% |
Showing 1 to 15 of 20 holdings