Q4 2025 · 13F-HR
Madrone Advisors, LLCholdings as filed
Filed 2026-02-13 · accession 0001964563-26-000003
$1.62B
Reported value
5
Positions
2025-12-31
Period end
The Brief · Madrone Advisors, LLC · Q4 2025
AI · grounded in 13F
Madrone Advisors, LLC closed its entire position in Pacific Biosciences Calif In PACB, reducing its holdings by $6.37M. The fund also trimmed its stake in QXO Inc QXO by 46.39%. Conversely, it accumulated shares of Vanguard Intl Equity Index F VT, increasing that position by 58.15%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 86384P109 | STUB | STUBHUB HLDGS INC | $1.03B | 63.4% | 75,780,055 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $374.8M | 23.2% | 25,339,276 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $98.7M | 6.10% | 5,115,198 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $98.2M | 6.07% | 695,893 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $20.1M | 1.25% | 538,956 | 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.