Madrone Advisors

Latest statistics and disclosures from Madrone Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Stubhub Hldgs, STNE, QXO, VT, FIG, and represent 99.69% of Madrone Advisors's stock portfolio.
  • Added to shares of these 2 stocks: Stubhub Hldgs (+$1.3B), FIG (+$28M).
  • Started 2 new stock positions in FIG, Stubhub Hldgs.
  • Reduced shares in these 3 stocks: QXO (-$27M), PACB (-$15M), OPRT.
  • Sold out of its position in OPRT.
  • Madrone Advisors was a net buyer of stock by $1.3B.
  • Madrone Advisors has $2.0B in assets under management (AUM), dropping by 182.41%.
  • Central Index Key (CIK): 0001964563

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Portfolio Holdings for Madrone Advisors

Madrone Advisors holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stubhub Hldgs Cl A 62.8 $1.3B NEW 76M 16.84
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Stoneco Com Cl A (STNE) 23.6 $479M 25M 18.91
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Qxo Com New (QXO) 8.9 $182M -12% 9.5M 19.06
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.0 $61M 440k 137.80
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Figma Class A Com Stk (FIG) 1.4 $28M NEW 539k 51.87
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Pacific Biosciences of California (PACB) 0.3 $6.4M -70% 5.0M 1.28
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Past Filings by Madrone Advisors

SEC 13F filings are viewable for Madrone Advisors going back to 2022