Instuitional Investor - Matthew 25 Management Corp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	425,000	$79,262,500	24.24%
2.	Taiwan Semiconductor Mfg Co Ltd	TSM	99,000	$30,085,110	9.2%
3.	Amazon Com Inc	AMZN	122,500	$28,275,450	8.65%
4.	Eli Lilly & Co	LLY	25,500	$27,404,340	8.38%
5.	Apple Inc.	AAPL	57,500	$15,631,950	4.78%