One Madison Group LLC
- SEC CIK
- 0001728278
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only.
- Positions
- 29
- No filing for Q3 2024
- Portfolio value
- $873.4M
- No filing for Q3 2024
One Madison Group LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARTMaplebear Inc. | COM | 1,647,346 | $68.2M | 7.8% | – | – | History |
| CRCrane Co | COMMON STOCK | 380,000 | $57.7M | 6.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 240,000 | $52.7M | 6.0% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 455,000 | $50.3M | 5.8% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 265,000 | $48.8M | 5.6% | – | – | History |
| GEVGE Vernova Inc. | Stock | 140,000 | $46.1M | 5.3% | – | – | History |
| RACEFerrari N.V. | COM | 105,000 | $44.6M | 5.1% | – | – | History |
| XPOXPO, Inc. | COM | 332,000 | $43.5M | 5.0% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 90,000 | $40.3M | 4.6% | – | – | History |
| LOARLoar Holdings Inc. | COM SHS | 490,000 | $36.2M | 4.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 140,000 | $34.6M | 4.0% | – | – | History |
| GEGeneral Electric Co | Stock | 200,000 | $33.4M | 3.8% | – | – | History |
| NFLXNetflix Inc | Stock | 36,000 | $32.1M | 3.7% | – | – | History |
| APGAPi Group Corp | COM STK | 750,000 | $27.0M | 3.1% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 150,000 | $26.5M | 3.0% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 180,000 | $25.7M | 2.9% | – | – | History |
| HEIHeico Corp | COM | 108,000 | $25.7M | 2.9% | – | – | History |
| MCOMoodys Corp | Stock | 50,000 | $23.7M | 2.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 40,000 | $23.4M | 2.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 120,000 | $22.9M | 2.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 50,000 | $21.1M | 2.4% | – | – | History |
| TDGTransDigm Group INC | COM | 16,000 | $20.3M | 2.3% | – | – | History |
| LENLennar Corp | CL A | 125,000 | $17.0M | 2.0% | – | – | History |
| SNOWSnowflake Inc. | Stock | 98,988 | $15.3M | 1.7% | – | – | History |
| SHOPShopify Inc. | Stock | 125,000 | $13.3M | 1.5% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 11,000 | $13.0M | 1.5% | – | – | History |
| HUTHut 8 Corp. | COM | 225,000 | $4.61M | 0.5% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 35,000 | $4.53M | 0.5% | – | – | History |
| HONHoneywell International Inc | COM | 5,000 | $1.13M | 0.1% | – | – | History |