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 | |
|---|---|---|---|---|---|---|
26
Ovid Therapeutics
OVID
$116M
| $433K | 0.03% |
1,311,362
-1,154,261
|
|
||
27
Acadia Healthcare
ACHC
$2.16B
| – | – |
-9,486
|
|
||
28
PG&E
PCG
$36B
| – | – |
-2,950,000
|
|
||
|
SLRN
29
DELISTED
ACELYRIN
SLRN
| – | – |
-4,142,640
|
|
||
|
TSVT
30
DELISTED
2seventy bio
TSVT
| – | – |
-579,895
|
|