Madrone Advisors

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

  • Top 5 stock holdings are STUB, STNE, QXO, VT, COF, and represent 99.30% of Madrone Advisors's stock portfolio.
  • Added to shares of these 1 stock: COF (+$22M).
  • Started 1 new stock position in COF.
  • Reduced shares in these 1 stock: VT (-$78M).
  • Madrone Advisors was a net seller of stock by $-56M.
  • Madrone Advisors has $1.4B in assets under management (AUM), dropping by 35.71%.
  • Central Index Key (CIK): 0001964563

Tip: Access up to 7 years of quarterly data

Positions held by Madrone Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Madrone Advisors

Madrone Advisors holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stubhub Hldgs Cl A (STUB) 69.9 $975M 76M 12.87
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Stoneco Com Cl A (STNE) 19.7 $275M 25M 10.84
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Qxo Com New (QXO) 5.2 $73M 4.2M 17.28
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.9 $40M -65% 257k 156.95
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Capital One Financial (COF) 1.6 $22M NEW 110k 200.62
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Figma Class A Com Stk (FIG) 0.7 $9.7M 539k 18.09
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Past Filings by Madrone Advisors

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