13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001728278
Total reported value
$1.0B
$1.0B
25 檔
32.7%
During the Q2 2025 filing period, One Madison Group LLC (CIK: 0001728278) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 25 reported positions.
During Q2 2025, One Madison Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 8.45% | +0.77% | +8.20% | |
| 2 | CART | Maplebear Inc | Stock-Consumer Disc | 8.33% | — | +5.33% | |
| 3 | CR | Crane Co | Stock-Industrials | 7.41% | +0.51% | — | |
| 4 | GE | General Electric | Stock-Industrials | 5.92% | +0.25% | +14.74% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.72% | +0.37% | -3.06% | |
| 6 | XPO | Xpo Inc | Stock-Industrials | 5.46% | -0.66% | +21.80% | |
| 7 | LOAR | Loar Holdings Inc | Stock-Other | 4.91% | +0.75% | -1.82% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 4.74% | -0.63% | -32.22% | |
| 9 | RACE | Ferrari N.V. | Stock-Consumer Disc | 4.40% | -0.15% | -15.00% | |
| 10 | HEI | Heico CORP | Stock-Industrials | 4.15% | +0.36% | -7.69% | |
| 11 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 4.05% | -0.64% | -26.47% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 4.01% | — | +31.58% | |
| 13 | APG | Api Group CORP | Stock-Industrials | 3.79% | -0.46% | -18.02% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 3.67% | -1.72% | -9.40% | |
| 15 | DDOG | Datadog Inc - Class A | Stock-Tech | 3.54% | -1.92% | EXIT | |
| 16 | SHOP | Shopify Inc - Class A | Stock-Tech | 3.41% | — | +9.09% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 3.31% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | — | -19.09% | |
| 19 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 2.81% | -0.51% | -16.67% | |
| 20 | SNOW | Snowflake Inc | Stock-Tech | 2.67% | — | +14.40% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | +1.25% | +22.48% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.71% | -2.17% | +1185.71% | |
| 23 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.19% | +0.39% | +240.00% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.57% | — | +300.00% | |
| 25 | IOT | Samsara Inc-cl A | Stock-Tech | 0.02% | — | — |
According to official SEC Form 13F filings, One Madison Group LLC reported a total U.S. public equity portfolio value of $1.0B across 25 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TTWO, CART, CR) accounted for 32.7% of total reported equity market value during Q2 2025.
During Q2 2025, One Madison Group LLC's top holdings by market value included TTWO (8.4%)、CART (8.3%)、CR (7.4%). The largest single position, TTWO, represented 8.4% of total portfolio value.
In Q2 2025, One Madison Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.