Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 3, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 7
- 0 vs. Q4 2022
- Portfolio value
- $542.7M
- +$24.1M (+4.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $241.7M | 44.5% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 16,415,933 | $190.1M | 35.0% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 171,826 | $40.0M | 7.4% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 422,517 | $38.9M | 7.2% | −280,905−39.9% | Reduced | – |
| VIEWView, Inc. | COM CL A | 30,996,470 | $15.5M | 2.9% | 00.0% | Unchanged | History |
| HLTHCue Health Inc. | COM | 7,078,566 | $12.9M | 2.4% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 932,957 | $3.60M | 0.7% | 00.0% | Unchanged | History |