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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.

Institution overview
Positions
29
No filing for Q3 2024
Portfolio value
$873.4M
No filing for Q3 2024
Filed
Feb 14, 2025
SEC

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.

Holdings of One Madison Group LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HONHoneywell International IncCOM5,000$1.13M0.1%––History
LYVLive Nation Entertainment, Inc.COM35,000$4.53M0.5%––History
HUTHut 8 Corp.COM225,000$4.61M0.5%––History
ORLYO Reilly Automotive IncStock11,000$13.0M1.5%––History
SHOPShopify Inc.Stock125,000$13.3M1.5%––History
SNOWSnowflake Inc.Stock98,988$15.3M1.7%––History
LENLennar CorpCL A125,000$17.0M2.0%––History
TDGTransDigm Group INCCOM16,000$20.3M2.3%––History
MSFTMicrosoft CorpStock50,000$21.1M2.4%––History
GOOGAlphabet Inc.Stock120,000$22.9M2.6%––History
METAMeta Platforms, Inc.Stock40,000$23.4M2.7%––History
MCOMoodys CorpStock50,000$23.7M2.7%––History
HEIHeico CorpCOM108,000$25.7M2.9%––History
DDOGDatadog, Inc.CL A COM180,000$25.7M2.9%––History
IBKRInteractive Brokers Group, Inc.Stock150,000$26.5M3.0%––History
APGAPi Group CorpCOM STK750,000$27.0M3.1%––History
NFLXNetflix IncStock36,000$32.1M3.7%––History
GEGeneral Electric CoStock200,000$33.4M3.8%––History
HLTHilton Worldwide Holdings Inc.COM140,000$34.6M4.0%––History
LOARLoar Holdings Inc.COM SHS490,000$36.2M4.1%––History
SPOTSpotify Technology S.A.Stock90,000$40.3M4.6%––History
XPOXPO, Inc.COM332,000$43.5M5.0%––History
RACEFerrari N.V.COM105,000$44.6M5.1%––History
GEVGE Vernova Inc.Stock140,000$46.1M5.3%––History
TTWOTake Two Interactive Software IncCOM265,000$48.8M5.6%––History
MRVLMarvell Technology, Inc.COM455,000$50.3M5.8%––History
AMZNAmazon Com IncStock240,000$52.7M6.0%––History
CRCrane CoCOMMON STOCK380,000$57.7M6.6%––History
CARTMaplebear Inc.COM1,647,346$68.2M7.8%––History