Madison Avenue Partners, LP
•CIK: 1801265•Filing: Q4 2025
**Madison Avenue Partners, LP** manages $2.3B across a concentrated portfolio of 23 positions. The fund exhibits significant conviction in technology and industrials, highlighted by its top holdings including SNDK at $340.4M and GHC at $270.1M. Further substantial allocations are evident in GMED ($229.2M) and INDV ($225.3M). This structure suggests a focused, high-conviction approach targeting established market leaders.
Total AUM
$2.3B
QoQ Performance
+38.9%
Positions
23
Top 10 Concentration
83.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SNDK
GHC
GMED
INDV
MKL
TBPH
SOLV
SOLS
SNDK14.6%
GHC11.6%
GMED9.8%
INDV9.7%
MKL8.1%
TBPH7.6%
SOLV6.8%
SOLS5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑3 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023