One Madison Group LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$912.8B
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 250,000 | $64.6B | 7.08% | |
| 2 | CRCRANE COMPANY | 340,139 | $62.6B | 6.86% | |
| 3 | AMZNAMAZON COM INC | 260,000 | $57.1B | 6.25% | |
| 4 | XPOXPO INC | 400,000 | $51.7B | 5.66% | |
| 5 | GEGE AEROSPACE | 170,000 | $51.1B | 5.60% | |
| 6 | LOARLOAR HOLDINGS INC | 563,000 | $45.0B | 4.93% | |
| 7 | RACEFERRARI N V | 90,000 | $43.7B | 4.78% | |
| 8 | CARTMAPLEBEAR INC | 1,180,346 | $43.4B | 4.75% | |
| 9 | GEVGE VERNOVA INC | 70,000 | $43.0B | 4.72% | |
| 10 | GOOGALPHABET INC | 158,500 | $38.6B | 4.23% | |
| 11 | DDOGDATADOG INC | 250,000 | $35.6B | 3.90% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 50,000 | $34.9B | 3.82% | |
| 13 | SNOWSNOWFLAKE INC | 134,597 | $30.4B | 3.33% | |
| 14 | NFLXNETFLIX INC | 25,000 | $30.0B | 3.28% | |
| 15 | METAMETA PLATFORMS INC | 40,000 | $29.4B | 3.22% | |
| 16 | APGAPI GROUP CORP | 800,000 | $27.5B | 3.01% | |
| 17 | T7DTRANSDIGM GROUP INC | 20,000 | $26.4B | 2.89% | |
| 18 | HEIHEICO CORP NEW | 80,000 | $25.8B | 2.83% | |
| 19 | UNPUNION PAC CORP | 100,000 | $23.6B | 2.59% | |
| 20 | HLTHILTON WORLDWIDE HLDGS INC | 90,000 | $23.3B | 2.56% | |
| 21 | BXBLACKSTONE INC | 135,000 | $23.1B | 2.53% | |
| 22 | SHOPSHOPIFY INC | 148,000 | $22.0B | 2.41% | |
| 23 | MSFTMICROSOFT CORP | 30,000 | $15.5B | 1.70% | |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 140,000 | $15.1B | 1.65% | |
| 25 | WWDWOODWARD INC | 53,000 | $13.4B | 1.47% | |
| 26 | IBKRINTERACTIVE BROKERS GROUP IN | 170,000 | $11.7B | 1.28% | |
| 27 | RBCRBC BEARINGS INC | 23,123 | $9.0B | 0.99% | |
| 28 | SHWSHERWIN WILLIAMS CO | 22,000 | $7.6B | 0.83% | |
| 29 | GTLBGITLAB INC | 85,000 | $3.8B | 0.42% | |
| 30 | MLMMARTIN MARIETTA MATLS INC | 4,000 | $2.5B | 0.28% | |
| 31 | VMCVULCAN MATLS CO | 4,000 | $1.2B | 0.13% |