Matthew 25 Management Corp Top Holdings and 13F Report (2026) About Matthew 25 Management CorpInvestment ActivityMatthew 25 Management Corp has $301.11 million in total holdings as of March 31, 2026.Matthew 25 Management Corp owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.85% of the portfolio was purchased this quarter.About 11.19% of the portfolio was sold this quarter.This quarter, Matthew 25 Management Corp has purchased 21 new stocks and bought additional shares in 5 stocks.Matthew 25 Management Corp sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $65,574,400Taiwan Semiconductor Manufacturing $33,119,100Eli Lilly and Company $25,293,675Amazon.com $20,462,528MercadoLibre $14,783,121 Largest New Holdings this Quarter 69608A108 - Palantir Technologies Inc. $12,506,940 Holding19247G107 - Coherent $6,669,880 Holding Largest Purchases this Quarter Palantir Technologies Inc. 85,500 shares (about $12.51M)Coherent 28,000 shares (about $6.67M)Fannie Mae 321,500 shares (about $2.33M)Eli Lilly and Company 2,000 shares (about $1.84M)MercadoLibre 925 shares (about $1.60M) Largest Sales this Quarter NVIDIA 49,000 shares (about $8.55M)Amazon.com 24,250 shares (about $5.05M)East West Bancorp 12,500 shares (about $1.33M)Circle Internet Group, Inc. 12,500 shares (about $1.19M)Apple 2,500 shares (about $634.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMatthew 25 Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$65,574,400$8,545,600 â–¼-11.5%376,00021.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$33,119,100$337,950 â–¼-1.0%98,00011.0%Computer and TechnologyLLYEli Lilly and Company$25,293,675$1,839,540 â–²7.8%27,5008.4%MedicalAMZNAmazon.com$20,462,528$5,050,548 â–¼-19.8%98,2506.8%Retail/WholesaleMELIMercadoLibre$14,783,121$1,599,344 â–²12.1%8,5504.9%Retail/WholesaleGSThe Goldman Sachs Group$14,381,830$422,995 â–¼-2.9%17,0004.8%FinanceAAPLApple$13,958,450$634,475 â–¼-4.3%55,0004.6%Computer and TechnologyJPMJPMorgan Chase & Co.$13,531,360$147,080 â–¼-1.1%46,0004.5%FinancePalantir Technologies Inc.$12,506,940$12,506,940 â–²New Holding85,5004.2%CLAAGM.AFederal Agricultural Mortgage$12,167,750$448,987 â–²3.8%102,2504.0%FinanceTSLATesla$12,081,875$371,750 â–¼-3.0%32,5004.0%Auto/Tires/TrucksBRK.ABerkshire Hathaway$10,772,1000.0%153.6%FinanceEWBCEast West Bancorp$9,341,500$1,334,500 â–¼-12.5%87,5003.1%FinancePKPark Hotels & Resorts$9,292,725$1,237,275 â–²15.4%882,5003.1%FinanceKKRKKR & Co. Inc.$9,250,000$138,750 â–¼-1.5%100,0003.1%FinanceSolstice Advanced Materials Inc.$7,235,200$456,960 â–¼-5.9%95,0002.4%COMCOHRCoherent$6,669,880$6,669,880 â–²New Holding28,0002.2%Business ServicesCircle Internet Group, Inc.$5,963,125$1,192,625 â–¼-16.7%62,5002.0%COMFNMAFannie Mae$2,392,170$2,334,090 â–²4,018.8%329,5000.8%FinanceAGMFederal Agricultural Mortgage$2,336,513$185,438 â–¼-7.4%15,7500.8%FinanceFDXFedEx$0$5,777,200 â–¼-100.0%00.0%TransportationTILEInterface$0$5,025,600 â–¼-100.0%00.0%Consumer DiscretionaryNUENucor$0$4,077,750 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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