Institutions / Madison Asset Management, LLC
Madison Asset Management, LLC
CIK 1299351 · Institution · as of Mar 31, 2026
Portfolio value
$8.06B
Positions
349
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$8.06B-7.2%Positions
349+2.3%Top holdings
Mar 31, 2026View all 349 →
| Company | Value | % of portfolio |
|---|---|---|
| Arch Capital Group Ltd. | $391.30M | 4.9% |
| Ross Stores, Inc. | $306.08M | 3.8% |
| Paccar Inc | $183.11M | 2.3% |
| Alphabet Inc. | $180.60M | 2.2% |
| Amphenol Corp /De | $158.06M | 2.0% |
| Carlisle Companies Inc | $151.40M | 1.9% |
| Brown & Brown, Inc. | $150.48M | 1.9% |
| Amazon.com Inc | $138.93M | 1.7% |
| CDW Corp | $133.74M | 1.7% |
| Labcorp Holdings Inc. | $130.88M | 1.6% |
| Copart Inc | $129.13M | 1.6% |
| Medpace Holdings, Inc. | $125.95M | 1.6% |
| Teledyne Technologies Inc | $120.12M | 1.5% |
| Keysight Technologies, Inc. | $119.43M | 1.5% |
| Texas Instruments Inc | $118.10M | 1.5% |
| Visa Inc | $117.83M | 1.5% |
| Analog Devices Inc | $107.34M | 1.3% |
| W. R. Berkley Corporation | $107.30M | 1.3% |
| Moelis & Co | $101.10M | 1.3% |
| Gartner Inc | $97.10M | 1.2% |
| MSA Safety Inc | $96.50M | 1.2% |
| Invesco S&P 500 Quality ETF | $96.42M | 1.2% |
| Danaher Corp /De | $93.86M | 1.2% |
| Liberty Media Corp-Liberty Formula One | $91.00M | 1.1% |
| Ferguson Enterprises Inc. /DE | $87.08M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | MKS Inc Common stock | $-134.01M | -583K -63.28% | 338,336 0.96% of portfolio | high |
| Q1 2026 as of | Trim | Paccar Inc Common stock | $-80.51M | -697K -30.54% | 1,585,366 2.27% of portfolio | high |
| Q1 2026 as of | New | Tyler Technologies, Inc. Common stock | $54.88M | +160K | 160,289 0.68% of portfolio | high |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $48.94M | +86K +2293.35% | 89,272 0.63% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-40.28M | -140K -18.24% | 629,576 2.24% of portfolio | medium |
| Q1 2026 as of | New | Bentley Systems Inc Common stock | $34.47M | +981K | 981,380 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-32.69M | -365K -99.35% | 2,381 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Moelis & Co Common stock | $31.67M | +556K +45.61% | 1,773,735 1.25% of portfolio | medium |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-31.28M | -158K -64.59% | 86,498 0.21% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $29.79M | +96K +1028.36% | 105,626 0.41% of portfolio | medium |