Livermore

Madrone Advisors, LLC

SEC CIK
0001964563

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
6
+1 vs. Q1 2026
Total value
$1.39B
+$367.03M (+35.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Madrone Advisors, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
STUBSTUBHUB HLDGS INCCL A75,780,055$975.29M69.92%00.0%UnchangedView
STNESTONECO LTDCOM25,339,276$274.68M19.69%00.0%UnchangedView
QXOQXO INCCOM NEW4,215,198$72.84M5.22%00.0%UnchangedView
VANGUARD TOTAL WORLD STOCK ETF922042742ETF256,758$40.3M2.89%−494,285−65.8%Reduced–
COFCAPITAL ONE FINL CORP COMStock109,506$21.97M1.58%+109,506NewView
FIGFIGMA INC CLASS A COM STKStock538,956$9.75M0.70%00.0%UnchangedView

13F filings by quarter

Madrone Advisors, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20266$1.39Bvs. Q1 2026SEC
Q1 2026May 14, 20265$1.03Bvs. Q4 2025SEC
Q4 2025Feb 13, 20265$1.62Bvs. Q3 2025SEC
Q3 2025Nov 14, 20256$2.03Bvs. Q2 2025SEC
Q2 2025Aug 13, 20255$719.56Mvs. Q1 2025SEC
Q1 2025May 14, 20256$597Mvs. Q4 2024SEC
Q4 2024Feb 13, 20256$524.76Mvs. Q3 2024SEC
Q3 2024Nov 14, 20246$626.25Mvs. Q2 2024SEC
Q2 2024Aug 14, 20246$569.53Mvs. Q1 2024SEC
Q1 2024May 14, 20246$729.93Mvs. Q4 2023SEC
Q4 2023Feb 13, 20246$802.65Mvs. Q3 2023SEC
Q3 2023Nov 13, 20238$465.17Mvs. Q2 2023SEC
Q2 2023Aug 11, 20237$572.84Mvs. Q1 2023SEC
Q1 2023May 3, 20237$542.68Mvs. Q4 2022SEC
Q4 2022Feb 13, 20237$518.56M–SEC