Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 6
- 0 vs. Q4 2024
- Portfolio value
- $597.0M
- +$72.2M (+13.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 25,339,276 | $265.6M | 44.5% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 10,940,920 | $148.1M | 24.8% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,262,533 | $146.4M | 24.5% | +468,759+59.1% | Added | – |
| PACBPacific Biosciences of California, Inc. | COM | 23,391,915 | $27.6M | 4.6% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 80,000 | $6.35M | 1.1% | 00.0% | Unchanged | History |
| OPRTOportun Financial Corp | COM | 540,633 | $2.97M | 0.5% | 00.0% | Unchanged | History |