Madrone Advisors, LLC

CIK: 0001964563SEC EDGAR →

Portfolio Value

$1.6M

Holdings

5

As of

Q4 2025

New Positions

6

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

STUBHUB HLDGS INC

75,780,055$1.0M
63.41%
2

STONECO LTD

25,339,276$375K
23.18%
3

QXO INC

5,115,198$99K
6.10%
4

VANGUARD INTL EQUITY INDEX F

695,893$98K
6.07%
5

FIGMA INC

538,956$20K
1.25%

Quarterly Changes

Top Buys

VT↑ Increased
$38K

Top Sells

QXO↓ Decreased
$83K
PACBCLOSED
$6K

Closed Positions (1)

$6K · 5.0M shares

Sector Breakdown

Sector# HoldingsValue%
Technology3$1.4M87.8%
Industrials1$99K6.1%
Financial Services1$98K6.1%