Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 5
- −1 vs. Q3 2025
- Portfolio value
- $1.62B
- −$415.1M (−20.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STUBStubHub Holdings, Inc. | CL A | 75,780,055 | $1.03B | 63.4% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 25,339,276 | $374.8M | 23.2% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 5,115,198 | $98.7M | 6.1% | −4,426,196−46.4% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 695,893 | $98.2M | 6.1% | +255,877+58.2% | Added | – |
| FIGFigma, Inc. | Stock | 538,956 | $20.1M | 1.2% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.