One Madison Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), One Madison Group LLC reported 29 stock positions worth $765.1 million. Its top holding was Maplebear (CART) at 8.6% of the portfolio, followed by Take-Two Interactive Softwre (TTWO, 8.3%) and Crane (CR, 7.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 5, added to 11 and reduced 12. The biggest buy was Take-Two Interactive Softwre (TTWO, shares +15%) and the biggest sale an exit from Marvell Technology (MRVL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001728278
- Portfolio Value
- $765.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001268 ↗ filed May 15, 2025
Holdings Value
Holdings 29 stocks · $765.1M
| CART Maplebear Inc. | 8.65% | 1,658,946 | $66.2M | Add +0.7% |
| TTWO Take-Two Interactive Softwre | 8.26% | 305,000 | $63.2M | Add +15.1% |
| CR Crane Co. | 7.41% | 370,000 | $56.7M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 6.35% | 255,300 | $48.6M | Add +6.4% |
| RACE Ferrari NV | 5.59% | 100,000 | $42.8M | Reduce -4.8% |
| LOAR Loar Holdings Inc. | 5.08% | 550,000 | $38.9M | Add +12.2% |
| GEV GE Vernova Inc. | 5.00% | 125,400 | $38.3M | Reduce -10.4% |
| GE General Electric filed as GE AEROSPACE | 4.97% | 190,000 | $38.0M | Reduce -5.0% |
| SPOT Spotify Technology SA | 4.89% | 68,000 | $37.4M | Reduce -24.4% |
| XPO Xpo Inc. | 4.73% | 336,627 | $36.2M | Add +1.4% |
| HEI Heico Corp. | 4.54% | 130,000 | $34.7M | Add +20.4% |
| APG Api Group Corp. | 4.02% | 860,000 | $30.8M | Add +14.7% |
| MSFT Microsoft Corp. | 3.78% | 77,000 | $28.9M | Add +54.0% |
| HLT Hilton Worldwide Holdings Inc. | 3.57% | 120,000 | $27.3M | Reduce -14.3% |
| NFLX Netflix Inc. | 3.50% | 28,699 | $26.8M | Reduce -20.3% |
| TDG Transdigm Group Inc. | 3.44% | 19,000 | $26.3M | Add +18.8% |
| SHOP Shopify Inc. Class A | 3.20% | 256,674 | $24.5M | Add +105.3% |
| ORLY O'reilly Automotive Inc. | 2.62% | 14,000 | $20.1M | Add +27.3% |
| META Meta Platforms Inc. Class A | 1.97% | 26,127 | $15.1M | Reduce -34.7% |
| SNOW Snowflake Inc. | 1.89% | 98,988 | $14.5M | No change |
| MCO Moody's Corp. | 1.70% | 28,000 | $13.0M | Reduce -44.0% |
| NVDA Nvidia Corp. | 1.42% | 100,000 | $10.8M | New |
| IBKR Interactive Brokers Gro Class A | 1.30% | 60,000 | $9.9M | Reduce -60.0% |
| LEN Lennar Corp. Class A | 1.05% | 70,000 | $8.0M | Reduce -44.0% |
| DDOG Datadog Inc. Class A | 0.48% | 37,003 | $3.7M | Reduce -79.4% |
| VRNA Verona Pharma Ltd. | 0.28% | 33,778 | $2.1M | New |
| CRM Salesforce Inc. | 0.18% | 5,000 | $1.3M | New |
| MMM 3M Co. | 0.08% | 4,000 | $587K | New |
| SBUX Starbucks Corp. | 0.06% | 5,000 | $490K | New |
Portfolio Sells Q4 2024 → Q1 2025
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −5.75 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −2.62 |
| DDOG Datadog Inc. Class A | Reduce -79.4% | 0.48% | −2.46 |
| IBKR Interactive Brokers Gro Class A | Reduce -60.0% | 1.30% | −1.74 |
| MCO Moody's Corp. | Reduce -44.0% | 1.70% | −1.01 |
| LEN Lennar Corp. Class A | Reduce -44.0% | 1.05% | −0.90 |
| META Meta Platforms Inc. Class A | Reduce -34.7% | 1.97% | −0.71 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −0.53 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.52 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -14.3% | 3.57% | −0.39 |
| GEV GE Vernova Inc. | Reduce -10.4% | 5.00% | −0.27 |
| NFLX Netflix Inc. | Reduce -20.3% | 3.50% | −0.18 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| SPOT Spotify Technology SA | Reduce -24.4% | 4.89% | +0.28 |
| RACE Ferrari NV | Reduce -4.8% | 5.59% | +0.48 |
| CR Crane Co. | Reduce -2.6% | 7.41% | +0.81 |
| GE General Electric | Reduce -5.0% | 4.97% | +1.15 |
Portfolio Buys Q4 2024 → Q1 2025
| TTWO Take-Two Interactive Softwre | Add +15.1% | 8.26% | +2.68 |
| SHOP Shopify Inc. Class A | Add +105.3% | 3.20% | +1.68 |
| HEI Heico Corp. | Add +20.4% | 4.54% | +1.60 |
| NVDA Nvidia Corp. | New | 1.42% | +1.42 |
| MSFT Microsoft Corp. | Add +54.0% | 3.78% | +1.36 |
| ORLY O'reilly Automotive Inc. | Add +27.3% | 2.62% | +1.13 |
| TDG Transdigm Group Inc. | Add +18.8% | 3.44% | +1.11 |
| LOAR Loar Holdings Inc. | Add +12.2% | 5.08% | +0.93 |
| APG Api Group Corp. | Add +14.7% | 4.02% | +0.93 |
| CART Maplebear Inc. | Add +0.7% | 8.65% | +0.84 |
| AMZN Amazon.com Inc. | Add +6.4% | 6.35% | +0.32 |
| VRNA Verona Pharma Ltd. | New | 0.28% | +0.28 |
| CRM Salesforce Inc. | New | 0.18% | +0.18 |
| MMM 3M Co. | New | 0.08% | +0.08 |
| SBUX Starbucks Corp. | New | 0.06% | +0.06 |
| XPO Xpo Inc. | Add +1.4% | 4.73% | −0.25 |
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 |