Q1 2025 · 13F-HR
Madrone Advisors, LLCholdings as filed
Filed 2025-05-14 · accession 0001415889-25-012902
$597.0M
Reported value
6
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G85158106 | STNE | STONECO LTD | $265.6M | 44.5% | 25,339,276 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $148.1M | 24.8% | 10,940,920 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $146.4M | 24.5% | 1,262,533 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $27.6M | 4.62% | 23,391,915 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $6.3M | 1.06% | 80,000 | Common | SOLE |
| 68376D104 | OPRT | OPORTUN FINL CORP | $3.0M | 0.50% | 540,633 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.