One Madison Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), One Madison Group LLC reported 29 stock positions worth $873.4 million. Its top holding was Maplebear (CART) at 7.8% of the portfolio, followed by Crane (CR, 6.6%) and Amazon.com (AMZN, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001728278
- Portfolio Value
- $873.4M (Q4 2024)
- SEC Filing
- 0001420506-25-000606 ↗ filed Feb 14, 2025
Holdings Value
Holdings 29 stocks · $873.4M
| CART Maplebear Inc. | 7.81% | 1,647,346 | $68.2M | — |
| CR Crane Co. | 6.60% | 380,000 | $57.7M | — |
| AMZN Amazon.com Inc. | 6.03% | 240,000 | $52.7M | — |
| MRVL Marvell Technology Inc. | 5.75% | 455,000 | $50.3M | — |
| TTWO Take-Two Interactive Softwre | 5.59% | 265,000 | $48.8M | — |
| GEV GE Vernova Inc. | 5.27% | 140,000 | $46.1M | — |
| RACE Ferrari NV | 5.11% | 105,000 | $44.6M | — |
| XPO Xpo Inc. | 4.99% | 332,000 | $43.5M | — |
| SPOT Spotify Technology SA | 4.61% | 90,000 | $40.3M | — |
| LOAR Loar Holdings Inc. | 4.15% | 490,000 | $36.2M | — |
| HLT Hilton Worldwide Holdings Inc. | 3.96% | 140,000 | $34.6M | — |
| GE General Electric filed as GE AEROSPACE | 3.82% | 200,000 | $33.4M | — |
| NFLX Netflix Inc. | 3.67% | 36,000 | $32.1M | — |
| APG Api Group Corp. | 3.09% | 750,000 | $27.0M | — |
| IBKR Interactive Brokers Gro Class A | 3.03% | 150,000 | $26.5M | — |
| DDOG Datadog Inc. Class A | 2.94% | 180,000 | $25.7M | — |
| HEI Heico Corp. | 2.94% | 108,000 | $25.7M | — |
| MCO Moody's Corp. | 2.71% | 50,000 | $23.7M | — |
| META Meta Platforms Inc. Class A | 2.68% | 40,000 | $23.4M | — |
| GOOG Alphabet Inc. Class C | 2.62% | 120,000 | $22.9M | — |
| MSFT Microsoft Corp. | 2.41% | 50,000 | $21.1M | — |
| TDG Transdigm Group Inc. | 2.32% | 16,000 | $20.3M | — |
| LEN Lennar Corp. Class A | 1.95% | 125,000 | $17.0M | — |
| SNOW Snowflake Inc. | 1.75% | 98,988 | $15.3M | — |
| SHOP Shopify Inc. Class A | 1.52% | 125,000 | $13.3M | — |
| ORLY O'reilly Automotive Inc. | 1.49% | 11,000 | $13.0M | — |
| HUT Hut 8 Corp. | 0.53% | 225,000 | $4.6M | — |
| LYV Live Nation Entertainment Inc. | 0.52% | 35,000 | $4.5M | — |
| HON Honeywell International Inc. | 0.13% | 5,000 | $1.1M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $1.0B | CR, XPO, AMZN, TTWO, JCI |
| Q1 2026 | 28 | $865.8M | XPO, CR, AMZN, MLM, GEV |
| Q4 2025 | 27 | $866.6M | CR, TTWO, AMZN, GOOG, XPO |
| Q3 2025 | 31 | $912.8M | TTWO, CR, AMZN, XPO, GE |
| Q2 2025 | 25 | $948.5M | TTWO, CART, CR, GE, AMZN |
| Q1 2025 | 29 | $765.1M | CART, TTWO, CR, AMZN, RACE |
| Q4 2024 | 29 | $873.4M | CART, CR, AMZN, MRVL, TTWO |