13F Insight
DOSSIER · 13F-HR · Q1 2026

Madison Avenue Partners, LP

Madison Avenue's holding co. based in New York, NY — $2.3B in tracked AUM across 27 positions as of Q1 2026.

MA
Madison Avenue·New York, NY·Holding Co.
CIK 0001801265 · last filed Mar 31, 2026
Total AUM
$2.3B
▲ 19.2%
vs prior
Holdings
27
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Madison Avenue Partners, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SNDK
SANDISK CORP
$393M619K17.1%
02
GHC
GRAHAM HLDGS CO
$260M246K11.3%
03
CPNG
COUPANG INC
$177M9.4M7.7%
04
N5505D105
MAGNUM ICE CREAM CO NV
$171M11.4M7.4%
05
MKL
MARKEL GROUP INC
$168M88K7.3%
06
G8807B106
THERAVANCE BIOPHARMA INC
$154M9.5M6.7%
07
G4705A100
ICON PLC
$142M1.3M6.2%
08
45579U109
INDIVIOR PLC
$132M4.3M5.7%
09
SOLV
SOLVENTUM CORP
$122M1.9M5.3%
10
MOH
MOLINA HEALTHCARE INC
$84M634K3.7%

Filing history

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