One Madison Group LLC Portfolio Holdings by Sector

One Madison Group LLC

$873 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services SPOT META GOOG 3 stocks	$86.5 Million 13.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology DDOG SNOW SHOP 3 stocks	$54.3 Million 8.22% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$52.7 Million 7.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$50.3 Million 7.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$48.8 Million 7.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HEI TDG 2 stocks	$46 Million 6.96% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$44.6 Million 6.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$43.5 Million 6.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV 2 stocks	$36.6 Million 5.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$34.6 Million 5.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$33.4 Million 5.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$27 Million 4.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services IBKR 1 stocks	$26.5 Million 4.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$23.7 Million 3.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$21.1 Million 3.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$17 Million 2.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$13 Million 1.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$1.13 Million 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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