OM
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One Madison Group LLC13F | |
| One Madison Group LLC | |
| Last update 2025-05-15 | 29 Stocks (5 new) |
| Value $765.00 Mil | Turnover 10 % |
One Madison Group LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CART | Maplebear Inc | 1,658,946 | 66,175.4 | +0.70% | 8.650 | +0.06% | 0.640 | +19.64% | +20.33% | 12,995.0 | Retail - Cyclical | |
TTWO | Take-Two Interactive Software Inc | 305,000 | 63,211.3 | +15.09% | 8.260 | +1.08% | 0.170 | +1.37% | +22.64% | 41,286.8 | Interactive Media | |
CR | Crane Co | 370,000 | 56,676.6 | -2.63% | 7.410 | -0.17% | 0.640 | +26.76% | +25.00% | 10,877.5 | Industrial Products | |
AMZN | Amazon.com Inc | 255,300 | 48,573.4 | +6.38% | 6.350 | +0.38% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
RACE | Ferrari NV | 100,000 | 42,788.0 | -4.76% | 5.590 | -0.24% | 0.060 | +13.00% | +22.42% | 90,191.0 | Vehicles & Parts | |
LOAR | Loar Holdings Inc | 550,000 | 38,857.5 | +12.24% | 5.080 | +0.55% | 0.590 | -20.42% | -1.11% | 6,838.0 | Aerospace & Defense | |
GEV | GE Vernova Inc | 125,400 | 38,282.1 | -10.43% | 5.000 | -0.55% | 0.050 | +73.16% | +89.92% | 170,303.1 | Industrial Products | |
GE | GE Aerospace | 190,000 | 38,028.5 | -5.00% | 4.970 | -0.19% | 0.020 | +35.96% | +61.22% | 284,208.4 | Aerospace & Defense | |
SPOT | Spotify Technology SA | 68,000 | 37,402.0 | -24.44% | 4.890 | -1.13% | 0.030 | +12.45% | +52.31% | 139,729.5 | Interactive Media | |
XPO | XPO Inc | 336,627 | 36,214.3 | +1.39% | 4.730 | +0.07% | 0.290 | +30.82% | +3.46% | 15,985.2 | Transportation |
One Madison Group LLC's Historical Top Holdings Breakdowns
One Madison Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -5.75% | 61.57 ($97.02) 126.06 | $74.04 | -23.69% | Sold Out | 0 | -455,000 | |
GOOG | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -2.62% | 156.06 ($183.12) 207.71 | $193.20 | 5.50% | Sold Out | 0 | -120,000 | |
DDOG | Datadog Inc | 2025-03-31 | Reduce Reduce | -2.34% | 98.68 ($126.18) 151.89 | $146.56 | 16.15% | Reduce -79.44% | 37,003 | -142,997 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Reduce Reduce | -1.82% | 40.26 ($49.55) 58.88 | $64.70 | 30.58% | Reduce -60% | 240,000 | -90,000 | |
SHOP | Shopify Inc | 2025-03-31 | Add Add | +1.64% | 90.59 ($108.97) 129.31 | $122.08 | 12.03% | Add 105.34% | 256,674 | 131,674 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +1.42% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | New holding | 100,000 | 100,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.33% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Add 54% | 77,000 | 27,000 | |
MCO | Moodys Corp | 2025-03-31 | Reduce Reduce | -1.19% | 437.8 ($481.85) 527.48 | $513.09 | 6.48% | Reduce -44% | 28,000 | -22,000 | |
SPOT | Spotify Technology SA | 2025-03-31 | Reduce Reduce | -1.13% | 457.79 ($558.87) 648.32 | $681.42 | 21.93% | Reduce -24.44% | 68,000 | -22,000 | |
TTWO | Take-Two Interactive Software Inc | 2025-03-31 | Add Add | +1.08% | 178.61 ($199.81) 217.95 | $225.75 | 12.98% | Add 15.09% | 305,000 | 40,000 |
One Madison Group LLC Total Holding History ($B)
One Madison Group LLC's Asset Allocation
One Madison Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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One Madison Group LLC's Hypothetical Growth since 2025-03-31
One Madison Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
One Madison Group LLC's Holdings Heat Map
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One Madison Group LLC's Holdings Bubble Chart
One Madison Group LLC News
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