Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 6
- 0 vs. Q4 2023
- Portfolio value
- $729.9M
- −$72.7M (−9.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $420.9M | 57.7% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 2,074,604 | $229.2M | 31.4% | +534,143+34.7% | Added | – |
| PACBPacific Biosciences of California, Inc. | COM | 17,591,915 | $66.0M | 9.0% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 80,000 | $11.0M | 1.5% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 623,295 | $1.51M | 0.2% | 00.0% | Unchanged | History |
| HLTHCue Health Inc. | COM | 7,078,566 | $1.34M | 0.2% | 00.0% | Unchanged | History |