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One Madison Group LLC

CIK:0001728278
Family Office
$948M AUM
25 holdings
New York City, NY, United States
Founded:2016
23 employees
Latest filing:Jun 30, 2025

One Madison Group is a global, multi-strategy family office that combines direct public and private market investments with sustained third-party investment manager partnerships. It focuses on long-duration, patient capital investments across sectors like industrial, consumer, and technology.

Investment Strategy

Long-duration, patient capital investments with a focus on secular growth and durable companies. It also capitalizes on market dislocations through in-house research and diligence.

Latest 13F Filing Activity

One Madison Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $948M. The fund increased holdings in Blackstone Inc., Datadog Inc., Ge Aerospace among other positions. One Madison Group LLC reduced exposure to Moodys Corp., Nvidia Corporation, Lennar Corp. among others.

Top Buys
B
BXBLACKSTONE INC
+$31.4M
D
DDOGDATADOG INC
+$29.9M
G
GEGE AEROSPACE
+$18.1M
T
TTWOTAKE-TWO INTERACTIVE SOFTWAR
+$16.9M
X
XPOXPO INC
+$15.6M
Top Sells
M
MCOMOODYS CORP
-$13.0M
N
NVDANVIDIA CORPORATION
-$10.8M
L
LENLENNAR CORP
-$8.0M
O
ORLYOREILLY AUTOMOTIVE INC
-$3.8M
V
VRNAVERONA PHARMA PLC
-$2.1M

Top Holdings

T
TTWOTAKE-TWO INTERACTIVE SOFTWAR
+8.4%$80.1M
C
CARTMAPLEBEAR INC
+8.3%$79.0M
C
CRCRANE COMPANY
+7.4%$70.3M
G
GEGE AEROSPACE
+5.9%$56.1M
A
AMZNAMAZON COM INC
+5.7%$54.3M

Equity Positions (25)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TAKE-TWO INTERACTIVE SOFTWAR8.45%$80.1M330,000$191.34$242.85+$16.9M
MAPLEBEAR INC8.33%$79.0M1,747,346$41.60$45.24+$12.9M
CRANE COMPANY7.41%$70.3M370,000$151.75$189.89+$13.6M
GE AEROSPACE5.92%$56.1M218,000$178.43$257.39+$18.1M
AMAZON COM INC5.72%$54.3M247,500$217.64$219.39+$5.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+18.8%
MISCELLANEOUS FABRICATED METAL PRODUCTS
+13.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.7%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+10.3%
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+7.8%