One Madison Group LLC Top Holdings and 13F Report (2025) About One Madison Group LLCInvestment ActivityOne Madison Group LLC has $948.49 million in total holdings as of June 30, 2025.One Madison Group LLC owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 14.04% of the portfolio was purchased this quarter.About 11.36% of the portfolio was sold this quarter.This quarter, One Madison Group LLC has purchased 29 new stocks and bought additional shares in 12 stocks.One Madison Group LLC sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings Take-Two Interactive Software $80,140,500MAPLEBEAR INC $79,049,933Crane $70,259,300GE Aerospace $56,111,020Amazon.com $54,299,025 Largest New Holdings this Quarter 09260D107 - Blackstone $31,411,800 Holding79589L106 - Samsara $223,285 Holding Largest Purchases this Quarter Blackstone 210,000 shares (about $31.41M)Datadog 212,997 shares (about $28.61M)O'Reilly Automotive 166,000 shares (about $14.96M)XPO 73,373 shares (about $9.27M)Transdigm Group 6,000 shares (about $9.12M) Largest Sales this Quarter GE VERNOVA INC 40,400 shares (about $21.38M)Spotify Technology 18,000 shares (about $13.81M)APi Group 155,000 shares (about $7.91M)Ferrari 15,000 shares (about $7.36M)Microsoft 14,700 shares (about $7.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOne Madison Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTTWOTake-Two Interactive Software$80,140,500$6,071,250 ▲8.2%330,0008.4%Consumer DiscretionaryMAPLEBEAR INC$79,049,933$3,999,216 ▲5.3%1,747,3468.3%COMCRCrane$70,259,3000.0%370,0007.4%IndustrialsGEGE Aerospace$56,111,020$7,206,920 ▲14.7%218,0005.9%AerospaceAMZNAmazon.com$54,299,025$1,711,242 ▼-3.1%247,5005.7%Retail/WholesaleXPOXPO$51,778,900$9,266,276 ▲21.8%410,0005.5%TransportationLOAR HOLDINGS INC$46,531,800$861,700 ▼-1.8%540,0004.9%COM SHSGE VERNOVA INC$44,977,750$21,377,660 ▼-32.2%85,0004.7%COMRACEFerrari$41,712,900$7,361,100 ▼-15.0%85,0004.4%Auto/Tires/TrucksHEIHeico$39,360,000$3,280,000 ▼-7.7%120,0004.1%AerospaceSPOTSpotify Technology$38,367,000$13,812,120 ▼-26.5%50,0004.0%Computer and TechnologyTDGTransdigm Group$38,016,000$9,123,840 ▲31.6%25,0004.0%AerospaceAPGAPi Group$35,990,250$7,912,750 ▼-18.0%705,0003.8%Business ServicesNFLXNetflix$34,817,380$3,614,312 ▼-9.4%26,0003.7%Consumer DiscretionaryDDOGDatadog$33,582,500$28,611,887 ▲575.6%250,0003.5%Computer and TechnologySHOPShopify$32,298,000$2,690,654 ▲9.1%280,0003.4%Computer and TechnologyBXBlackstone$31,411,800$31,411,800 ▲New Holding210,0003.3%FinanceMSFTMicrosoft$30,988,643$7,311,927 ▼-19.1%62,3003.3%Computer and TechnologyHLTHilton Worldwide$26,634,000$5,326,800 ▼-16.7%100,0002.8%Consumer DiscretionarySNOWSnowflake$25,339,491$3,188,946 ▲14.4%113,2392.7%Computer and TechnologyMETAMeta Platforms$23,618,880$4,334,803 ▲22.5%32,0002.5%Computer and TechnologyORLYO'Reilly Automotive$16,223,400$14,961,580 ▲1,185.7%180,0001.7%Retail/WholesaleIBKRInteractive Brokers Group$11,303,640$7,979,040 ▲240.0%204,0001.2%FinanceCRMSalesforce$5,453,800$4,090,350 ▲300.0%20,0000.6%Computer and TechnologyIOTSamsara$223,285$223,285 ▲New Holding5,6130.0%Computer and TechnologyMCOMoody's$0$13,039,320 ▼-100.0%00.0%FinanceNVDANVIDIA$0$10,838,000 ▼-100.0%00.0%Computer and TechnologyLENLennar$0$8,034,600 ▼-100.0%00.0%ConstructionVRNAVerona Pharma PLC American Depositary Share$0$2,144,565 ▼-100.0%00.0%MedicalMMM3M$0$587,440 ▼-100.0%00.0%Multi-Sector ConglomeratesSBUXStarbucks$0$490,450 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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