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One Madison Group LLC 13F holdings

Filed 2026-08-14 · One Madison Group LLC · 27 positions · $1.0B

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TickerCompanySharesValue% of portfolio
CRCRANE COMPANY355.0K$79.2M7.6%
XPOXPO INC350.1K$71.9M6.9%
AMZNAMAZON COM INC300.0K$71.5M6.9%
TTWOTAKE-TWO INTERACTIVE SOFTWAR235.0K$58.7M5.6%
—JOHNSON CONTROLS INTERNATION400.0K$58.4M5.6%
GEVGE VERNOVA INC48.0K$56.4M5.4%
LOARLOAR HOLDINGS INC690.0K$55.6M5.3%
RBCRBC BEARINGS INC80.0K$51.5M5.0%
GOOGALPHABET INC145.0K$51.2M4.9%
WWDWOODWARD INC120.0K$51.1M4.9%
GEGE AEROSPACE129.0K$48.2M4.6%
HLTHILTON WORLDWIDE HLDGS INC120.0K$39.7M3.8%
—DPC HOLDINGS PLC800.0K$39.2M3.8%
RACEFERRARI N V105.0K$39.1M3.8%
UNPUNION PAC CORP130.0K$35.4M3.4%
MLMMARTIN MARIETTA MATLS INC60.0K$34.6M3.3%
APGAPI GROUP CORP750.0K$31.8M3.1%
HEIHEICO CORP NEW80.0K$28.5M2.7%
—JAMES HARDIE INDS PLC1.0M$26.2M2.5%
IBKRINTERACTIVE BROKERS GROUP IN249.5K$21.7M2.1%
SPOTSPOTIFY TECHNOLOGY S A40.0K$18.4M1.8%
SPCXSPACE EXPLORATION TECHN CORP100.0K$17.1M1.6%
METAMETA PLATFORMS INC29.1K$16.4M1.6%
CBRSCEREBRAS SYSTEMS INC64.8K$14.3M1.4%
NFLXNETFLIX INC.170.0K$12.1M1.2%
SHWSHERWIN WILLIAMS CO30.0K$10.3M1.0%
ORLYOREILLY AUTOMOTIVE INC20.0K$1.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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