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Matthew 25 Management Corp’s NVIDIA NVDA Stock Holding History

Matthew 25 Management Corp’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.1M Buy
380,500
+4,500
+1% +$925K 22.04% 1
2026
Q1 		$65.6M Sell
376,000
-49,000
-12% -$8.99M 21.78% 1
2025
Q4 		$79.3M Sell
425,000
-13,000
-3% -$2.42M 24.24% 1
2025
Q3 		$81.7M Sell
438,000
-14,500
-3% -$2.53M 25.17% 1
2025
Q2 		$71.5M Buy
452,500
+14,000
+3% +$1.76M 22.98% 1
2025
Q1 		$47.5M Buy
438,500
+18,500
+4% +$2.34M 17.52% 1
2024
Q4 		$56.4M Buy
420,000
+20,000
+5% +$2.76M 17.88% 1
2024
Q3 		$48.6M Buy
400,000
+25,000
+7% +$2.95M 16.31% 1
2024
Q2 		$46.3M Buy
375,000
+45,000
+14% +$4.55M 16.07% 1
2024
Q1 		$29.8M Buy
330,000
+40,000
+14% +$2.9M 10.14% 1
2023
Q4 		$14.4M Buy
+290,000
New +$13.4M 5.02% 6

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Matthew 25 Management Corp's NVDA Position: Q2 2026 in Review

Matthew 25 Management Corp increased its NVIDIA (NVDA) stake by 1.2% in Q2 2026, buying an estimated $925K and bringing the position to 380,500 shares worth $76.1M. The position accounts for 22.04% of the portfolio, ranked #1.

Matthew 25 Management Corp first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.7M in Q3 2025. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Matthew 25 Management Corp held 380,500 shares of NVIDIA worth $76.1M as of Q2 2026.
  • Matthew 25 Management Corp bought 4,500 NVIDIA shares in Q2 2026, an estimated $925K.
  • NVIDIA made up 22.04% of Matthew 25 Management Corp's portfolio in Q2 2026, its #1 holding.
  • Matthew 25 Management Corp first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Matthew 25 Management Corp's NVIDIA position peaked at $81.7M in Q3 2025.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Matthew 25 Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.