One Madison Group LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$948.5B
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 330,000 | $80.1B | 8.45% | |
| 2 | CARTMAPLEBEAR INC | 1,747,346 | $79.0B | 8.33% | |
| 3 | CRCRANE COMPANY | 370,000 | $70.3B | 7.41% | |
| 4 | GEGE AEROSPACE | 218,000 | $56.1B | 5.92% | |
| 5 | AMZNAMAZON COM INC | 247,500 | $54.3B | 5.72% | |
| 6 | XPOXPO INC | 410,000 | $51.8B | 5.46% | |
| 7 | LOARLOAR HOLDINGS INC | 540,000 | $46.5B | 4.91% | |
| 8 | GEVGE VERNOVA INC | 85,000 | $45.0B | 4.74% | |
| 9 | RACEFERRARI N V | 85,000 | $41.7B | 4.40% | |
| 10 | HEIHEICO CORP NEW | 120,000 | $39.4B | 4.15% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 50,000 | $38.4B | 4.05% | |
| 12 | T7DTRANSDIGM GROUP INC | 25,000 | $38.0B | 4.01% | |
| 13 | APGAPI GROUP CORP | 705,000 | $36.0B | 3.79% | |
| 14 | NFLXNETFLIX INC | 26,000 | $34.8B | 3.67% | |
| 15 | DDOGDATADOG INC | 250,000 | $33.6B | 3.54% | |
| 16 | SHOPSHOPIFY INC | 280,000 | $32.3B | 3.41% | |
| 17 | BXBLACKSTONE INC | 210,000 | $31.4B | 3.31% | |
| 18 | MSFTMICROSOFT CORP | 62,300 | $31.0B | 3.27% | |
| 19 | HLTHILTON WORLDWIDE HLDGS INC | 100,000 | $26.6B | 2.81% | |
| 20 | SNOWSNOWFLAKE INC | 113,239 | $25.3B | 2.67% | |
| 21 | METAMETA PLATFORMS INC | 32,000 | $23.6B | 2.49% | |
| 22 | ORLYOREILLY AUTOMOTIVE INC | 180,000 | $16.2B | 1.71% | |
| 23 | IBKRINTERACTIVE BROKERS GROUP IN | 204,000 | $11.3B | 1.19% | |
| 24 | CRMSALESFORCE INC | 20,000 | $5.5B | 0.57% | |
| 25 | IOTSAMSARA INC | 5,613 | $223.3M | 0.02% |