One Madison Group LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$765.1B
Holdings
29
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CARTMAPLEBEAR INC | 1,658,946 | $66.2B | 8.65% | |
| 2 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 305,000 | $63.2B | 8.26% | |
| 3 | CRCRANE COMPANY | 370,000 | $56.7B | 7.41% | |
| 4 | AMZNAMAZON COM INC | 255,300 | $48.6B | 6.35% | |
| 5 | RACEFERRARI N V | 100,000 | $42.8B | 5.59% | |
| 6 | LOARLOAR HOLDINGS INC | 550,000 | $38.9B | 5.08% | |
| 7 | GEVGE VERNOVA INC | 125,400 | $38.3B | 5.00% | |
| 8 | GEGE AEROSPACE | 190,000 | $38.0B | 4.97% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 68,000 | $37.4B | 4.89% | |
| 10 | XPOXPO INC | 336,627 | $36.2B | 4.73% | |
| 11 | HEIHEICO CORP NEW | 130,000 | $34.7B | 4.54% | |
| 12 | APGAPI GROUP CORP | 860,000 | $30.8B | 4.02% | |
| 13 | MSFTMICROSOFT CORP | 77,000 | $28.9B | 3.78% | |
| 14 | HLTHILTON WORLDWIDE HLDGS INC | 120,000 | $27.3B | 3.57% | |
| 15 | NFLXNETFLIX INC | 28,699 | $26.8B | 3.50% | |
| 16 | T7DTRANSDIGM GROUP INC | 19,000 | $26.3B | 3.44% | |
| 17 | SHOPSHOPIFY INC | 256,674 | $24.5B | 3.20% | |
| 18 | ORLYOREILLY AUTOMOTIVE INC | 14,000 | $20.1B | 2.62% | |
| 19 | METAMETA PLATFORMS INC | 26,127 | $15.1B | 1.97% | |
| 20 | SNOWSNOWFLAKE INC | 98,988 | $14.5B | 1.89% | |
| 21 | MCOMOODYS CORP | 28,000 | $13.0B | 1.70% | |
| 22 | NVDANVIDIA CORPORATION | 100,000 | $10.8B | 1.42% | |
| 23 | IBKRINTERACTIVE BROKERS GROUP IN | 60,000 | $9.9B | 1.30% | |
| 24 | LENLENNAR CORP | 70,000 | $8.0B | 1.05% | |
| 25 | DDOGDATADOG INC | 37,003 | $3.7B | 0.48% | |
| 26 | VRNAVERONA PHARMA PLC | 33,778 | $2.1B | 0.28% | |
| 27 | CRMSALESFORCE INC | 5,000 | $1.3B | 0.18% | |
| 28 | MMM3M CO | 4,000 | $587.4M | 0.08% | |
| 29 | SBUXSTARBUCKS CORP | 5,000 | $490.4M | 0.06% |