Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 6
- −2 vs. Q3 2023
- Portfolio value
- $802.7M
- +$337.5M (+72.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $456.9M | 56.9% | 00.0% | Unchanged | History |
| PACBPacific Biosciences of California, Inc. | COM | 17,591,915 | $172.6M | 21.5% | +1,175,982+7.2% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,540,461 | $158.5M | 19.7% | +1,363,204+769.1% | Added | – |
| ILMNIllumina, Inc. | COM | 80,000 | $11.1M | 1.4% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 623,295 | $2.44M | 0.3% | −309,662−33.2% | Reduced | History |
| HLTHCue Health Inc. | COM | 7,078,566 | $1.15M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.