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Madrone Advisors, LLC

SEC CIK
0001964563
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
5
0 vs. Q4 2025
Portfolio value
$1.03B
−$589.3M (−36.4%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Madrone Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
STUBStubHub Holdings, Inc.CL A75,780,055$472.9M46.0%00.0%UnchangedHistory
STNEStoneCo Ltd.COM25,339,276$357.8M34.8%00.0%UnchangedHistory
Vanguard Total World Stock ETF922042742ETF751,043$103.9M10.1%+55,150+7.9%Added–
QXOQXO, Inc.COM NEW4,215,198$81.9M8.0%−900,000−17.6%ReducedHistory
FIGFigma, Inc.Stock538,956$11.4M1.1%00.0%UnchangedHistory