One Madison Group LLC Portfolio Holdings by Sector
One Madison Group LLC
- $948 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
DDOG SHOP SNOW CRM 4 stocks |
$96.7 Million
13.66% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$80.1 Million
11.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI TDG 2 stocks |
$77.4 Million
10.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT META 2 stocks |
$62 Million
8.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$56.1 Million
7.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$54.3 Million
7.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO 1 stocks |
$51.8 Million
7.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$41.7 Million
5.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$36 Million
5.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$34.8 Million
4.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$31.4 Million
4.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT IOT 2 stocks |
$31.2 Million
4.41% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$26.6 Million
3.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$16.2 Million
2.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$11.3 Million
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|