One Madison Group LLC 13F Holdings
CIK 0001728278 · NEW YORK, NY
As of Sep 30, 2025, One Madison Group LLC reported 31 positions worth $912.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 250,000 | $64.6M | 7.08% |
| CRANE CO | CR | Industrials | 340,139 | $62.6M | 6.86% |
| AMAZON.COM INC | AMZN | Equity | 260,000 | $57.1M | 6.25% |
| XPO INC | XPO | Industrials | 400,000 | $51.7M | 5.66% |
| GE AEROSPACE | GE | Industrials | 170,000 | $51.1M | 5.60% |
| LOAR HOLDINGS INC | LOAR | Industrials | 563,000 | $45.0M | 4.93% |
| FERRARI NV | RACE | Consumer Cyclical | 90,000 | $43.7M | 4.78% |
| INSTACART (MAPLEBEAR INC) | CART | Consumer Cyclical | 1,180,346 | $43.4M | 4.75% |
| GE VERNOVA INC | GEV | Utilities | 70,000 | $43.0M | 4.72% |
| ALPHABET INC | GOOG | Equity | 158,500 | $38.6M | 4.23% |
| DATADOG INC | DDOG | Technology | 250,000 | $35.6M | 3.90% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 50,000 | $34.9M | 3.82% |
| SNOWFLAKE INC | SNOW | Technology | 134,597 | $30.4M | 3.33% |
| NETFLIX INC | NFLX | Communication Services | 25,000 | $30.0M | 3.28% |
| META PLATFORMS INC | META | Communication Services | 40,000 | $29.4M | 3.22% |
| API GROUP CORP | APG | Industrials | 800,000 | $27.5M | 3.01% |
| TRANSDIGM GROUP INC | TDG | Industrials | 20,000 | $26.4M | 2.89% |
| HEICO CORP | HEI | Industrials | 80,000 | $25.8M | 2.83% |
| UNION PACIFIC CORP | UNP | Industrials | 100,000 | $23.6M | 2.59% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 90,000 | $23.3M | 2.56% |
| BLACKSTONE INC | BX | Financial Services | 135,000 | $23.1M | 2.53% |
| SHOPIFY INC | SHOP | Technology | 148,000 | $22.0M | 2.41% |
| MICROSOFT CORP | MSFT | Technology | 30,000 |