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MATTHEW 25 MANAGEMENT CORP
MATTHEW 25 MANAGEMENT CORP
Latest filing: 2026-06-30
MATTHEW 25 MANAGEMENT CORP runs MATTHEW 25 MANAGEMENT CORP and currently holds 20 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $345.48M. Their top holdings are NVDA, TSM, LLY, AMZN, AAPL. The top five represent 55.4% of reported portfolio weight. MATTHEW 25 MANAGEMENT CORP ranks #448 out of 1000 investors tracked by Alpha Score. They added to 6 existing positions. They trimmed 10 positions. Their current best-performing preview position is COHR with returns of +65.60%.
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20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA Nvidia Corp. | 22.04% | $75.54 | $214.76 | +184.30% | Added +1.20% |
 TSM Taiwan Semiconductor Manufacturing Co Ltd | 13.69% | $243.44 | $418.87 | +72.06% | Added +1.02% |
 LLY Eli Lilly & Co | 8.51% | $892.10 | $1,254.77 | +40.65% | Trimmed -10.91% |
 AMZN Amazon | 6.73% | $126.96 | $258.63 | +103.71% | Trimmed -0.76% |
 AAPL Apple, Inc. | 4.48% | $17.75 | $309.35 | +1,642.82% | Trimmed -2.73% |
 GS Goldman Sachs Group, Inc. | 4.39% | $148.84 | $1,039.41 | +598.34% | Trimmed -11.76% |
 MELI Mercadolibre Inc | 4.35% | $1,758.50 | $1,922.73 | +9.34% | Added +3.51% |
 COHR Coherent Corp. | 4.05% | $271.22 | $289.26 | +6.65% | Added +26.79% |
 TSLA Tesla, Inc. | 3.96% | $181.61 | $362.86 | +99.80% | Held |
 JPM JP Morgan Chase & Co | 3.96% | $56.30 | $351.64 | +524.57% | Trimmed -9.24% |
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