Madrone Advisors, LLC

CIK: 0001964563SEC EDGAR →

Portfolio Value

$1.6B

Holdings

5

As of

Q4 2025

New Positions

6

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
STUB

STUBHUB HLDGS INC

75,780,055$1.0B
63.41%
2
STNE

STONECO LTD

25,339,276$374.8M
23.18%
3
QXO

QXO INC

5,115,198$98.7M
6.10%
4
VT

VANGUARD INTL EQUITY INDEX F

695,893$98.2M
6.07%
5
FIG

FIGMA INC

538,956$20.1M
1.25%

Quarterly Changes

Top Buys

VT↑ Increased
$37.5M

Top Sells

QXO↓ Decreased
$83.2M
PACBCLOSED
$6.4M

Closed Positions (1)

PACB
$6.4M · 5.0M shares

Sector Breakdown

Sector# HoldingsValue%
Technology3$1.4B87.8%
Industrials1$98.7M6.1%
Financial Services1$98.2M6.1%