MAP
Madison Avenue Partners Portfolio holdings
AUM
$1.5B
1-Year Est. Return
26.66%
1 Year Est. Return
+26.66%
AUM
$1.5B
AUM Growth
+$320M
(+27%)
Holding
30
Top Buys
| 1 | +$162M | |
| 2 | +$101M | |
| 3 | +$52.5M | |
| 4 |
Keros Therapeutics
KROS
|
+$35.9M |
| 5 |
MRP
Millrose Properties Inc
MRP
|
+$23.5M |
Top Sells
| 1 | +$50.7M | |
| 2 | +$43.1M | |
| 3 | +$14.1M | |
| 4 |
Nelnet
NNI
|
+$10.9M |
| 5 |
SLRN
ACELYRIN
SLRN
|
+$10.2M |
Sector Composition
| 1 | Healthcare | 44.49% |
| 2 | Consumer Staples | 15.49% |
| 3 | Financials | 12.41% |
| 4 | Technology | 10.81% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Graham Holdings Company
GHC
$4.57B
| $232M | 15.49% |
245,271
|
|
||
2
Solventum
SOLV
$12.6B
| $170M | 11.36% |
2,244,344
-568,673
|
|
||
3
Markel Group
MKL
$24.1B
| $168M | 11.24% |
84,310
-7,047
|
|
||
|
SNDK
4
Sandisk
SNDK
$24.5B
| $162M | 10.81% |
+3,571,109
|
|
||
5
Indivior
INDV
$3.15B
| $117M | 7.8% |
7,922,178
+130,089
|
|
||
6
Theravance Biopharma
TBPH
$706M
| $105M | 7% |
9,511,150
|
|
||
7
Globus Medical
GMED
$8.47B
| $101M | 6.75% |
+1,712,148
|
|
||
8
John Wiley & Sons Class A
WLY
$1.97B
| $91.6M | 6.12% |
2,052,696
-155,370
|
|
||
|
SAGE
9
DELISTED
Sage Therapeutics
SAGE
| $55.4M | 3.7% |
6,077,065
+1,599,267
|
|
||
10
Galapagos
GLPG
$2.11B
| $52.5M | 3.51% |
+1,877,011
|
|
||
|
MAGN
11
Magnera Corp
MAGN
$353M
| $40.4M | 2.7% |
3,344,005
|
|
||
12
Stagwell
STGW
$1.27B
| $36.1M | 2.41% |
8,014,322
+866,660
|
|
||
|
13
Keros Therapeutics
KROS
$469M
| $35.9M | 2.4% |
+2,691,465
|
|
||
|
INVX
14
Innovex International
INVX
$1.25B
| $27.6M | 1.84% |
1,767,997
-645,611
|
|
||
|
MRP
15
Millrose Properties Inc
MRP
$5.49B
| $23.5M | 1.57% |
+825,804
|
|
||
|
16
Nelnet
NNI
$4.75B
| $17.5M | 1.17% |
144,214
-89,616
|
|
||
|
CRGX
17
DELISTED
CARGO Therapeutics
CRGX
| $17.3M | 1.15% |
4,193,626
+4,092,674
|
|
||
18
Cannae Holdings
CNNE
$1.09B
| $14.1M | 0.94% |
674,250
+255,266
|
|
||
|
AIV
19
Aimco
AIV
$810M
| $12.7M | 0.85% |
+1,473,826
|
|
||
|
ALMS
20
Alumis Inc
ALMS
$480M
| $5.53M | 0.37% |
+1,842,269
|
|
||
|
FSP
21
Franklin Street Properties
FSP
$146M
| $4.23M | 0.28% |
2,580,357
-153,061
|
|
||
22
Arvinas
ARVN
$673M
| $3.68M | 0.25% |
+500,000
|
|
||
23
Pliant Therapeutics
PLRX
$107M
| $2.59M | 0.17% |
2,230,012
+554,969
|
|
||
24
Columbus McKinnon
CMCO
$443M
| $702K | 0.05% |
45,961
-573,382
|
|
||
25
SharkNinja
SN
$13.7B
| $609K | 0.04% |
6,152
|
|