Institutional Fund
Matthew 25 Management Corp
Ambler, PACIK 13514315 filings on record
Portfolio Value
$301.11M
Q1 2026
Holdings
20
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-7.9%
from $327.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation21.8%
- Taiwan Semiconductor Mfg Ltd11.0%
- Eli Lilly & Co8.4%
- Amazon Com Inc6.8%
- Mercadolibre Inc4.9%
- Goldman Sachs Group Inc4.8%
- Other42.3%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 376.0K | $65.57M | 21.8% | −49.0K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 98.0K | $33.12M | 11.0% | −1.0K | Reduced |
| 3 | Eli Lilly & Co | 27.5K | $25.29M | 8.4% | +2.0K | Added |
| 4 | Amazon Com Inc | 98.3K | $20.46M | 6.8% | −24.3K | Reduced |
| 5 | Mercadolibre Inc | 8.6K | $14.78M | 4.9% | +925 | Added |
| 6 | Goldman Sachs Group Inc | 17.0K | $14.38M | 4.8% | −500 | Reduced |
| 7 | Apple Inc | 55.0K | $13.96M | 4.6% | −2.5K | Reduced |
| 8 | Jpmorgan Chase & Co. | 46.0K | $13.53M | 4.5% | −500 | Reduced |
| 9 | Palantir Technologies Inc | 85.5K | $12.51M | 4.2% | +85.5K | New |
| 10 | Federal Agric Mtg Corp | 102.3K | $12.17M | 4.0% | +3.8K | Added |
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