Madison Avenue Partners, LP holds a focused book of 27 stocks worth $2.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Coupang Inc and trimmed Sandisk Corp. Their largest long position is Sandisk Corp at 17% of the equity book.
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Use Arkolith to show Madison Avenue Partners, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $393.3M | 619.0K | 17.1% | ▼−57% Reduced · −815K sh | |
| 2 | Graham Hldgs Co COM CL B | $259.9M | 245.8K | 11.3% | —Held | |
| 3 | Coupang Inc CL A | $176.8M | 9.36M | 7.7% | ▲New New position | |
| 4 | Magnum Ice Cream Co NV ORD SHS | $171.1M | 11.45M | 7.4% | ▲+78% Added · +5.0M sh | |
| 5 | Markel Group Inc COM | $168.2M | 87.9K | 7.3% | —Held | |
| 6 | Theravance Biopharma Inc COM | $154.4M | 9.51M | 6.7% | —Held | |
| 7 | Icon PLC SHS | $142.0M | 1.28M | 6.2% | ▲New New position | |
| 8 | Indivior PLC ORD | $131.5M | 4.32M | 5.7% | ▼−31% Reduced · −2.0M sh | |
| 9 | Solventum Corp COM SHS | $122.5M | 1.88M | 5.3% | ▼−5.6% Reduced · −112K sh | |
| 10 | Molina Healthcare Inc COM | $84.5M | 633.9K | 3.7% | —Held | |
| 11 | Galapagos NV SPON ADR | $74.0M | 2.47M | 3.2% | ▲+11% Added · +252K sh | |
| 12 | British Amern Tob PLC SPONSORED ADR | $65.7M | 1.12M | 2.9% | ▼−8.2% Reduced · −100K sh | |
| 13 | Globus Med Inc CL A | $61.8M | 717.5K | 2.7% | ▼−73% Reduced · −1.9M sh | |
| 14 | Stagwell Inc COM CL A | $50.4M | 8.01M | 2.2% | —Held | |
| 15 | Apartment Invt & Mgmt Co CL A | $50.4M | 12.37M | 2.2% | ▲New New position | |
| 16 | Staar Surgical Co COM PAR $0.01 | $45.7M | 2.44M | 2.0% | ▲New New position | |
| 17 | Wiley John & Sons Inc CL A | $25.8M | 678.4K | 1.1% | ▼−41% Reduced · −469K sh | |
| 18 | Primo Brands Corporation CLASS A COM SHS | $24.9M | 1.32M | 1.1% | ▲New New position | |
| 19 | Turning PT Brands Inc COM | $21.5M | 247.7K | 0.9% | —Held | |
| 20 | Sinclair Inc CL A | $19.1M | 1.47M | 0.8% | ▲+62% Added · +564K sh | |
| 21 | Dnow Inc COM | $16.3M | 1.37M | 0.7% | ▲New New position | |
| 22 | Magnera Corp COM SHS | $15.1M | 1.59M | 0.7% | ▼−11% Reduced · −190K sh | |
| 23 | Central Bancompany COM CL A | $10.7M | 444.9K | 0.5% | ▼−55% Reduced · −549K sh | |
| 24 | Keros Therapeutics Inc COM | $6.9M | 626.6K | 0.3% | ▼−24% Reduced · −197K sh | |
| 25 | Par Technology Corp COM | $6.0M | 447.9K | 0.3% | ▲New New position | |
| 26 | Franklin STR Pptys Corp COM | $718K | 1.08M | 0.0% | ▼−52% Reduced · −1.2M sh | |
| 27 | Sharkninja Inc COM SHS | $651K | 6.2K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 27 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 23 | $2.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 20 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 26 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 22 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 15 | $944.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 25 | $1.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 20 | $791.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 18 | $619.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 16, 2024 | 19 | $708.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 20 | $704.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 19 | $458.3M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 18 | $464.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 22 | $564.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 18 | $466.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 16 | $488.8M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 18 | $535.6M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 16 | $461.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 17 | $451.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 14 | $334.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 14 | $326.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 12 | $274.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 16 | $278.8M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 18 | $253.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.