Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 6
- 0 vs. Q3 2024
- Portfolio value
- $524.8M
- −$101.5M (−16.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $202.0M | 38.5% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 10,940,920 | $174.0M | 33.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 793,774 | $93.3M | 17.8% | −178,990−18.4% | Reduced | – |
| PACBPacific Biosciences of California, Inc. | COM | 23,391,915 | $42.8M | 8.2% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 80,000 | $10.7M | 2.0% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 540,633 | $2.10M | 0.4% | −82,662−13.3% | Reduced | History |