ONE MADISON GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APG | 750K | $30.39M |
 | LOAR | 695K | $39.82M |
 | CR | 360K | $61.48M |
 | XPO | 337K | $65.50M |
 | AMZN | 270K | $56.23M |
 | NFLX | 260K | $25.00M |
 | ORLY | 220K | $20.31M |
 | IBKR | 219K | $14.71M |
 | TTWO | 214K | $42.27M |
 | GOOG | 165K | $47.33M |
 | NVDA | 160K | $27.90M |
 | DDOG | 141K | $16.63M |
 | GE | 134K | $37.89M |
 | HLT | 123K | $37.41M |
 | UNP | 119K | $28.81M |
 | WWD | 100K | $35.92M |
 | RACE | 100K | $33.84M |
 | JCI | 92K | $12.05M |
 | MLM | 91K | $53.57M |
 | FERG | 80K | $18.66M |
APi Group Corporation
APG
Shares Held
750K
Value
$30.39M
Loar Holdings Inc.
LOAR
Shares Held
695K
Value
$39.82M
Crane Company
CR
Shares Held
360K
Value
$61.48M
XPO Logistics, Inc.
XPO
Shares Held
337K
Value
$65.50M
Amazon.com, Inc.
AMZN
Shares Held
270K
Value
$56.23M
Netflix, Inc.
NFLX
Shares Held
260K
Value
$25.00M
O'Reilly Automotive, Inc.
ORLY
Shares Held
220K
Value
$20.31M
Interactive Brokers Group, Inc.
IBKR
Shares Held
219K
Value
$14.71M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
214K
Value
$42.27M
Alphabet Inc.
GOOG
Shares Held
165K
Value
$47.33M
NVIDIA Corporation
NVDA
Shares Held
160K
Value
$27.90M
Datadog, Inc.
DDOG
Shares Held
141K
Value
$16.63M
GE Aerospace
GE
Shares Held
134K
Value
$37.89M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
123K
Value
$37.41M
Union Pacific Corporation
UNP
Shares Held
119K
Value
$28.81M
Woodward, Inc.
WWD
Shares Held
100K
Value
$35.92M
Ferrari N.V.
RACE
Shares Held
100K
Value
$33.84M
Johnson Controls International plc
JCI
Shares Held
92K
Value
$12.05M
Martin Marietta Materials, Inc.
MLM
Shares Held
91K
Value
$53.57M
Ferguson plc
FERG
Shares Held
80K
Value
$18.66M