Fund Update: One Madison Group LLC Just Disclosed New Holdings

One Madison Group LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 131,674 shares of $SHOP (~$11,215,984). This was a increase of ~105.34% from their previous position.
• An increase of 27,000 shares of $MSFT (~$7,830,030). This was a increase of ~54.00% from their previous position.
• A decrease of 142,997 shares of $DDOG (~$22,049,132). This was a increase of ~-79.44% from their previous position.
• A decrease of 90,000 shares of $IBKR (~$16,565,100). This was a increase of ~-60.00% from their previous position.
• An increase of 3,000 shares of $ORLY (~$7,012,320). This was a increase of ~27.27% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for One Madison Group LLC for more details.