Matthew 25 Management Corp
AMBLER PA · SEC CIK 0001351431
$3.45亿2026Q2 申报市值
20持仓数
76.5%前十大占比 · 第一大 22.0%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
COHR 加仓+$295.85万
PLTR 加仓+$256.67万
CRCL 加仓+$128.39万
NVDA 加仓+$90.04万
Federal National 加仓+$60.87万
2026Q2 卖出最多 按季末市值估算
SOLS 减仓-$451.86万
LLY 减仓-$359.83万
GS 减仓-$202.27万
EWBC 减仓-$193.63万
JPM 减仓-$139.12万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp. | $7,613.42万 | 22.04% | 380,500 | 4,500 | 1.2% | $90.04万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $4,727.94万 | 13.69% | 99,000 | 1,000 | 1.0% | $47.76万 | 加仓 |
| LLY | Eli Lilly & Co | $2,938.60万 | 8.51% | 24,500 | -3,000 | -10.9% | -$359.83万 | 减仓 |
| AMZN | Amazon | $2,323.82万 | 6.73% | 97,500 | -750 | -0.8% | -$17.88万 | 减仓 |
| AAPL | Apple, Inc. | $1,548.08万 | 4.48% | 53,500 | -1,500 | -2.7% | -$43.40万 | 减仓 |
| GS | Goldman Sachs Group, Inc. | $1,517.06万 | 4.39% | 15,000 | -2,000 | -11.8% | -$202.27万 | 减仓 |
| MELI | Mercadolibre Inc | $1,502.19万 | 4.35% | 8,850 | 300 | 3.5% | $50.92万 | 加仓 |
| — | Federal Agric Mtg Corp | $1,499.81万 | 4.34% | 102,000 | -250 | -0.2% | -$3.68万 | 减仓 |
| COHR | Coherent Corp. | $1,400.37万 | 4.05% | 35,500 | 7,500 | 26.8% | $295.85万 | 加仓 |
| TSLA | Tesla, Inc. | $1,366.95万 | 3.96% | 32,500 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co | $1,366.60万 | 3.96% | 41,750 | -4,250 | -9.2% | -$139.12万 | 减仓 |
| PLTR | Palantir Technologies Inc. | $1,254.20万 | 3.63% | 107,500 | 22,000 | 25.7% | $256.67万 | 加仓 |
| PK | Park Hotels & Resorts Inc. | $1,182.75万 | 3.42% | 830,000 | -52,500 | -5.9% | -$74.81万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. Class A | $1,048.39万 | 3.03% | 14 | -1 | -6.7% | -$74.89万 | 减仓 |
| EWBC | East West Bancorp, Inc. | $935.90万 | 2.71% | 72,500 | -15,000 | -17.1% | -$193.63万 | 减仓 |
| KKR | KKR & Co. LP | $917.80万 | 2.66% | 100,000 | 0 | 0.0% | — | 不变 |
| CRCL | Circle Internet Group, Inc. | $519.83万 | 1.50% | 83,000 | 20,500 | 32.8% | $128.39万 | 加仓 |
| SOLS | Solstice Advanced Materials Inc. | $389.84万 | 1.13% | 44,000 | -51,000 | -53.7% | -$451.86万 | 减仓 |
| — | Federal National Mortgage Association | $275.37万 | 0.80% | 423,000 | 93,500 | 28.4% | $60.87万 | 加仓 |
| AGM | Federal Agric Mtg Corp | $219.20万 | 0.63% | 11,000 | -4,750 | -30.2% | -$94.65万 | 减仓 |