One Madison Group LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$873.4B
Holdings
29
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 1,647,346 | $68.2B | 7.81% | |
| 2 | CRCRANE COMPANY | 380,000 | $57.7B | 6.60% | |
| 3 | AMZNAMAZON COM INC | 240,000 | $52.7B | 6.03% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 455,000 | $50.3B | 5.75% | |
| 5 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 265,000 | $48.8B | 5.59% | |
| 6 | GEVGE VERNOVA INC | 140,000 | $46.1B | 5.27% | |
| 7 | RACEFERRARI N V | 105,000 | $44.6B | 5.11% | |
| 8 | XPOXPO INC | 332,000 | $43.5B | 4.99% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 90,000 | $40.3B | 4.61% | |
| 10 | LOARLOAR HOLDINGS INC | 490,000 | $36.2B | 4.15% | |
| 11 | HLTHILTON WORLDWIDE HLDGS INC | 140,000 | $34.6B | 3.96% | |
| 12 | GEGE AEROSPACE | 200,000 | $33.4B | 3.82% | |
| 13 | NFLXNETFLIX INC | 36,000 | $32.1B | 3.67% | |
| 14 | APGAPI GROUP CORP | 750,000 | $27.0B | 3.09% | |
| 15 | IBKRINTERACTIVE BROKERS GROUP IN | 150,000 | $26.5B | 3.03% | |
| 16 | DDOGDATADOG INC | 180,000 | $25.7B | 2.94% | |
| 17 | HEIHEICO CORP NEW | 108,000 | $25.7B | 2.94% | |
| 18 | MCOMOODYS CORP | 50,000 | $23.7B | 2.71% | |
| 19 | METAMETA PLATFORMS INC | 40,000 | $23.4B | 2.68% | |
| 20 | GOOGALPHABET INC | 120,000 | $22.9B | 2.62% | |
| 21 | MSFTMICROSOFT CORP | 50,000 | $21.1B | 2.41% | |
| 22 | T7DTRANSDIGM GROUP INC | 16,000 | $20.3B | 2.32% | |
| 23 | LENLENNAR CORP | 125,000 | $17.0B | 1.95% | |
| 24 | SNOWSNOWFLAKE INC | 98,988 | $15.3B | 1.75% | |
| 25 | SHOPSHOPIFY INC | 125,000 | $13.3B | 1.52% | |
| 26 | ORLYOREILLY AUTOMOTIVE INC | 11,000 | $13.0B | 1.49% | |
| 27 | HUTHUT 8 CORP | 225,000 | $4.6B | 0.53% | |
| 28 | LYVLIVE NATION ENTERTAINMENT IN | 35,000 | $4.5B | 0.52% | |
| 29 | HONHONEYWELL INTL INC | 5,000 | $1.1B | 0.13% |