Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 6
- +1 vs. Q2 2025
- Portfolio value
- $2.03B
- +$1.31B (+182.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STUBStubHub Holdings, Inc. | CL A | 75,780,055 | $1.28B | 62.8% | +75,780,055 | New | History |
| STNEStoneCo Ltd. | COM | 25,339,276 | $479.2M | 23.6% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 9,541,394 | $181.9M | 8.9% | −1,399,526−12.8% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 440,016 | $60.6M | 3.0% | 00.0% | Unchanged | – |
| FIGFigma, Inc. | Stock | 538,956 | $28.0M | 1.4% | +538,956 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 4,976,089 | $6.37M | 0.3% | −11,786,127−70.3% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.