Madrone Advisors, LLC 13F holdings
Madrone Advisors, LLC reported 6 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: STUB STUBHUB HLDGS INC (69.9%), STNE STONECO LTD (19.7%), QXO QXO INC (5.2%), VANGUARD INTL EQUITY INDEX F (2.9%), COF CAPITAL ONE FINL CORP (1.6%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| STUB STUBHUB HLDGS INC | 75,780,055 | $975.3M | 69.9% |
| STNE STONECO LTD | 25,339,276 | $274.7M | 19.7% |
| QXO QXO INC | 4,215,198 | $72.8M | 5.2% |
| VANGUARD INTL EQUITY INDEX F | 256,758 | $40.3M | 2.9% |
| COF CAPITAL ONE FINL CORP | 109,506 | $22.0M | 1.6% |
| FIG FIGMA INC | 538,956 | $9.7M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| COF CAPITAL ONE FINL CORP | 109,506 | $22.0M | 1.6% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 751,043 | 256,758 | -65.8% | $40.3M |
CIK 1964563 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
