Matthew 25 Management Corp Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$311.2B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corp. | 452,500 | $71.5B | 22.98% | |
| 2 | MLB1Mercadolibre Inc | 13,500 | $35.3B | 11.34% | |
| 3 | AMZNAmazon | 142,500 | $31.3B | 10.05% | |
| 4 | FLUTFlutter Entertainment PLC | 55,000 | $15.7B | 5.05% | |
| 5 | GSGoldman Sachs Group, Inc. | 22,000 | $15.6B | 5.00% | |
| 6 | JPMJP Morgan Chase & Co | 52,000 | $15.1B | 4.84% | |
| 7 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 63,000 | $14.3B | 4.59% | |
| 8 | TSLATesla, Inc. | 44,000 | $14.0B | 4.49% | |
| 9 | KKRKKR & Co. LP | 100,000 | $13.3B | 4.28% | |
| 10 | AGM/AFederal Agric Mtg Corp | 89,775 | $12.8B | 4.11% | |
| 11 | AAPLApple, Inc. | 61,500 | $12.6B | 4.06% | |
| 12 | BRK-BBerkshire Hathaway Inc. Class A | 17 | $12.4B | 3.98% | |
| 13 | EWBCEast West Bancorp, Inc. | 120,000 | $12.1B | 3.89% | |
| 14 | FDXFedEx Corporation | 45,000 | $10.2B | 3.29% | |
| 15 | TILEInterface, Inc. | 425,000 | $8.9B | 2.86% | |
| 16 | AGMFederal Agric Mtg Corp | 31,000 | $6.0B | 1.94% | |
| 17 | LLYEli Lilly & Co | 7,250 | $5.7B | 1.82% | |
| 18 | MAMastercard Inc. | 4,000 | $2.2B | 0.72% | |
| 19 | HIIHuntington Ingalls Industries, Inc. | 5,000 | $1.2B | 0.39% | |
| 20 | PKPark Hotels & Resorts Inc. | 101,500 | $1.0B | 0.33% |