Skip to main content

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.

Institution overview
Positions
8
+1 vs. Q2 2023
Portfolio value
$465.2M
−$107.7M (−18.8%) vs. Q2 2023
Filed
Nov 13, 2023
SEC
Holdings of Madrone Advisors, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
HLTHCue Health Inc.COM7,078,566$3.13M0.7%00.0%UnchangedHistory
VIEWView, Inc.COM516,607$3.88M0.8%00.0%UnchangedConverted for a 1-for-60 splitHistory
OPRTOportun Financial CorpCOM932,957$6.74M1.4%00.0%UnchangedHistory
ILMNIllumina, Inc.COM80,000$11.0M2.4%00.0%UnchangedHistory
UBERUber Technologies, IncStock358,318$16.5M3.5%+358,318NewHistory
Vanguard Total World Stock ETF922042742ETF177,257$16.5M3.6%+128,260+261.8%Added–
PACBPacific Biosciences of California, Inc.COM16,415,933$137.1M29.5%00.0%UnchangedHistory
STNEStoneCo Ltd.COM25,339,276$270.4M58.1%00.0%UnchangedHistory