Filed: 8/11/2025ACC: 0001954889-25-000027
📋 What this filing means
MADISON ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 338 equity positions with a total reported market value of $9.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
338
Positions
$9.26B
Total AUM (reported)
102.23M
Total Shares
Allocation by class
COM$8.24B89.0%
ETF$1.02B11.0%
Portfolio Concentration
Top 3$968.16M10.5%
4–10$1.51B16.3%
11–25$1.97B21.2%
Rest$4.82B52.1%
Top 3 weight
10.5%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 102.23M
Sole
Full voting authority
100.04M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.18M
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole338
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings338
Rows:
Arch Capital Group Ltd
SOLEShares4.83M
TypeSH
Market value$439.34M
4.74%
Sole
4.64M
Shared
0.00
None
189.73K
Gartner Inc
SOLEShares702.81K
TypeSH
Market value$284.09M
3.07%
Sole
673.96K
Shared
0.00
None
28.85K
Amphenol Corp
SOLEShares2.48M
TypeSH
Market value$244.73M
2.64%
Sole
2.37M
Shared
0.00
None
108.95K
PACCAR Inc
SOLEShares2.52M
TypeSH
Market value$239.28M
2.58%
Sole
2.42M
Shared
0.00
None
96.97K
CDW Corp/DE
SOLEShares1.32M
TypeSH
Market value$236.55M
2.55%
Sole
1.27M
Shared
0.00
None
54.38K
Brown & Brown Inc
SOLEShares2.04M
TypeSH
Market value$226.43M
2.45%
Sole
1.95M
Shared
0.00
None
95.41K
Copart Inc
SOLEShares4.59M
TypeSH
Market value$225.25M
2.43%
Sole
4.41M
Shared
0.00
None
182.50K
Ross Stores Inc
SOLEShares1.66M
TypeSH
Market value$211.67M
2.29%
Sole
1.59M
Shared
0.00
None
71.17K
Carlisle Cos Inc
SOLEShares516.44K
TypeSH
Market value$192.84M
2.08%
Sole
494.20K
Shared
0.00
None
22.23K
Liberty Broadband Corp
SOLEShares1.77M
TypeSH
Market value$173.95M
1.88%
Sole
1.70M
Shared
0.00
None
72.44K
Alphabet Inc
SOLEShares943.15K
TypeSH
Market value$167.30M
1.81%
Sole
923.44K
Shared
0.00
None
19.71K
Amazon.com Inc
SOLEShares746.07K
TypeSH
Market value$163.68M
1.77%
Sole
730.21K
Shared
0.00
None
15.86K
Texas Instruments Inc
SOLEShares763.62K
TypeSH
Market value$158.54M
1.71%
Sole
748.73K
Shared
0.00
None
14.90K
Labcorp Holdings Inc Com Usd0.
SOLEShares570.81K
TypeSH
Market value$149.84M
1.62%
Sole
546.10K
Shared
0.00
None
24.71K
MKS Inc
SOLEShares1.46M
TypeSH
Market value$145.43M
1.57%
Sole
1.40M
Shared
0.00
None
60.46K
WR Berkley Corp
SOLEShares1.85M
TypeSH
Market value$136.20M
1.47%
Sole
1.77M
Shared
0.00
None
81.50K
Visa Inc
SOLEShares360.03K
TypeSH
Market value$127.83M
1.38%
Sole
352.41K
Shared
0.00
None
7.61K
Arista Networks Inc
SOLEShares1.22M
TypeSH
Market value$125.06M
1.35%
Sole
1.17M
Shared
0.00
None
51.55K
Floor & Decor Holdings Inc
SOLEShares1.63M
TypeSH
Market value$123.65M
1.34%
Sole
1.55M
Shared
0.00
None
73.21K
Teledyne Technologies Inc
SOLEShares225.11K
TypeSH
Market value$115.33M
1.25%
Sole
215.10K
Shared
0.00
None
10.01K
Danaher Corp Com Usd0.01
SOLEShares574.25K
TypeSH
Market value$113.44M
1.23%
Sole
562.30K
Shared
0.00
None
11.95K
Microchip Technology Inc
SOLEShares1.61M
TypeSH
Market value$113.17M
1.22%
Sole
1.54M
Shared
0.00
None
65.07K
Progressive Corp
SOLEShares412.61K
TypeSH
Market value$110.11M
1.19%
Sole
403.20K
Shared
0.00
None
9.41K
Waters Corp
SOLEShares312.26K
TypeSH
Market value$108.99M
1.18%
Sole
298.36K
Shared
0.00
None
13.90K
Brookfield Asset Management Lt
SOLEShares1.93M
TypeSH
Market value$106.51M
1.15%
Sole
1.84M
Shared
0.00
None
85.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Arch Capital Group LtdSOLE | COM | 4.83M | SH | $439.34M 4.74% | 4.64M | 0.00 | 189.73K |
Gartner IncSOLE | COM | 702.81K | SH | $284.09M 3.07% | 673.96K | 0.00 | 28.85K |
Amphenol CorpSOLE | COM | 2.48M | SH | $244.73M 2.64% | 2.37M | 0.00 | 108.95K |
PACCAR IncSOLE | COM | 2.52M | SH | $239.28M 2.58% | 2.42M | 0.00 | 96.97K |
CDW Corp/DESOLE | COM | 1.32M | SH | $236.55M 2.55% | 1.27M | 0.00 | 54.38K |
Brown & Brown IncSOLE | COM | 2.04M | SH | $226.43M 2.45% | 1.95M | 0.00 | 95.41K |
Copart IncSOLE | COM | 4.59M | SH | $225.25M 2.43% | 4.41M | 0.00 | 182.50K |
Ross Stores IncSOLE | COM | 1.66M | SH | $211.67M 2.29% | 1.59M | 0.00 | 71.17K |
Carlisle Cos IncSOLE | COM | 516.44K | SH | $192.84M 2.08% | 494.20K | 0.00 | 22.23K |
Liberty Broadband CorpSOLE | COM | 1.77M | SH | $173.95M 1.88% | 1.70M | 0.00 | 72.44K |
Alphabet IncSOLE | COM | 943.15K | SH | $167.30M 1.81% | 923.44K | 0.00 | 19.71K |
Amazon.com IncSOLE | COM | 746.07K | SH | $163.68M 1.77% | 730.21K | 0.00 | 15.86K |
Texas Instruments IncSOLE | COM | 763.62K | SH | $158.54M 1.71% | 748.73K | 0.00 | 14.90K |
Labcorp Holdings Inc Com Usd0.SOLE | COM | 570.81K | SH | $149.84M 1.62% | 546.10K | 0.00 | 24.71K |
MKS IncSOLE | COM | 1.46M | SH | $145.43M 1.57% | 1.40M | 0.00 | 60.46K |
WR Berkley CorpSOLE | COM | 1.85M | SH | $136.20M 1.47% | 1.77M | 0.00 | 81.50K |
Visa IncSOLE | COM | 360.03K | SH | $127.83M 1.38% | 352.41K | 0.00 | 7.61K |
Arista Networks IncSOLE | COM | 1.22M | SH | $125.06M 1.35% | 1.17M | 0.00 | 51.55K |
Floor & Decor Holdings IncSOLE | COM | 1.63M | SH | $123.65M 1.34% | 1.55M | 0.00 | 73.21K |
Teledyne Technologies IncSOLE | COM | 225.11K | SH | $115.33M 1.25% | 215.10K | 0.00 | 10.01K |
Danaher Corp Com Usd0.01SOLE | COM | 574.25K | SH | $113.44M 1.23% | 562.30K | 0.00 | 11.95K |
Microchip Technology IncSOLE | COM | 1.61M | SH | $113.17M 1.22% | 1.54M | 0.00 | 65.07K |
Progressive CorpSOLE | COM | 412.61K | SH | $110.11M 1.19% | 403.20K | 0.00 | 9.41K |
Waters CorpSOLE | COM | 312.26K | SH | $108.99M 1.18% | 298.36K | 0.00 | 13.90K |
Brookfield Asset Management LtSOLE | COM | 1.93M | SH | $106.51M 1.15% | 1.84M | 0.00 | 85.41K |
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