One Madison Group LLC
•CIK: 1728278•Filing: Q4 2025
**One Madison Group LLC** manages $867M across a concentrated portfolio of 27 positions. The fund exhibits significant exposure to technology and industrials, highlighted by top holdings including CR ($62.7M) and TTWO ($62.2M). Further substantial allocations are directed toward mega-caps like AMZN ($54.0M) and GOOG ($51.1M). This positioning suggests a tactical, large-cap growth mandate with notable weightings in key market sectors.
Total AUM
$866.6M
QoQ Performance
-5.1%
Positions
27
Top 10 Concentration
56.8%
Latest Filing
Q4 2025
Top Holdings Allocation
CR
TTWO
AMZN
GOOG
XPO
LOAR
GE
CR7.2%
TTWO7.2%
AMZN6.2%
GOOG5.9%
XPO5.7%
LOAR5.4%
GE5.0%
GEV5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.4%
Consumer9.9%
Technology9.1%
Industrial7.7%
Communication5.4%
Materials1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑11 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024