One Madison Group LLC
Hedge Fund • Multi-Strategy
One Madison Group LLC is a Multi-Strategy Hedge Fund based in New York, NY led by Omar Marwan Asali, reporting $5.8B in AUM as of Q3 2025 with 37% Industrials concentration and 55% concentrated in top 10 holdings.
FounderOmar Marwan Asali
- Portfolio Value
- $912.8M
- Positions
- 31
- Top Holding
- TTWO at 7.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in One Madison Group LLC's portfolio (54.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electronic Gaming & Multimedia Technology | $64.6M | 7.08% | -$20.7M Sold | 0.14% 250.0K shares | |
Industrial - Machinery Industrials | $62.6M | 6.86% | -$5.5M Sold | 0.59% 340.1K shares | |
Specialty Retail Consumer Cyclical | $57.1M | 6.25% | +$2.7M Bought | 0.00% 260.0K shares | |
Integrated Freight & Logistics Industrials | $51.7M | 5.66% | -$1.3M Sold | 0.34% 400.0K shares | |
Aerospace & Defense Industrials | $51.1M | 5.60% | -$14.4M Sold | 0.02% 170.0K shares | |
Aerospace & Defense Industrials | $45.0M | 4.93% | +$1.8M Bought | 0.60% 563.0K shares | |
Auto - Manufacturers Consumer Cyclical | $43.7M | 4.78% | +$2.4M Bought | 0.05% 90.0K shares | |
Specialty Retail Consumer Cyclical | $43.4M | 4.75% | -$20.8M Sold | — 1.2M shares | |
Renewable Utilities Utilities | $43.0M | 4.72% | -$9.2M Sold | 0.03% 70.0K shares | |
Internet Content & Information Communication Services | $38.6M | 4.23% | +$38.6M Bought | 0.00% 158.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in One Madison Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-51.85% | |
-47.14% | |
-35.71% |
Analytics
Portfolio insights and performance metrics for One Madison Group LLC
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