Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 8
- +1 vs. Q2 2023
- Portfolio value
- $465.2M
- −$107.7M (−18.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $270.4M | 58.1% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 16,415,933 | $137.1M | 29.5% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 177,257 | $16.5M | 3.6% | +128,260+261.8% | Added | – |
| UBERUber Technologies, Inc | Stock | 358,318 | $16.5M | 3.5% | +358,318 | New | History |
| ILMNIllumina, Inc. | COM | 80,000 | $11.0M | 2.4% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 932,957 | $6.74M | 1.4% | 00.0% | Unchanged | History |
| VIEWView, Inc. | COM | 516,607 | $3.88M | 0.8% | 00.0% | UnchangedConverted for a 1-for-60 split | History |
| HLTHCue Health Inc. | COM | 7,078,566 | $3.13M | 0.7% | 00.0% | Unchanged | History |