Madrone Advisors, LLC
- SEC CIK
- 0001964563
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- +1 vs. Q1 2026
- Portfolio value
- $1.39B
- +$367.0M (+35.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STUBStubHub Holdings, Inc. | CL A | 75,780,055 | $975.3M | 69.9% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 25,339,276 | $274.7M | 19.7% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 4,215,198 | $72.8M | 5.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 256,758 | $40.3M | 2.9% | −494,285−65.8% | Reduced | – |
| COFCapital One Financial Corp | Stock | 109,506 | $22.0M | 1.6% | +109,506 | New | History |
| FIGFigma, Inc. | Stock | 538,956 | $9.75M | 0.7% | 00.0% | Unchanged | History |