Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 7
- 0 vs. Q1 2023
- Portfolio value
- $572.8M
- +$30.2M (+5.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $322.8M | 56.4% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 16,415,933 | $218.3M | 38.1% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 80,000 | $15.0M | 2.6% | −91,826−53.4% | Reduced | History |
| OPRTOportun Financial Corp | COM | 932,957 | $5.57M | 1.0% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 48,997 | $4.75M | 0.8% | −373,520−88.4% | Reduced | – |
| VIEWView, Inc. | COM CL A | 30,996,470 | $3.75M | 0.7% | 00.0% | Unchanged | History |
| HLTHCue Health Inc. | COM | 7,078,566 | $2.61M | 0.5% | 00.0% | Unchanged | History |