Institutional
Madrone Advisors, LLC
CIK 0001964563
$1.03B
Reported AUM
5
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | STUB | STUBHUB HLDGS INC | $8.53 | -0.12% | -53.79% | -55.46% | $472.9M | 46.01% | — | HELD |
| 2 | STNE | STONECO LTD | $10.96 | -1.79% | 5.54% | -71.49% | $357.8M | 34.81% | — | HELD |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $152.22 | -1.38% | 22.31% | 60.11% | $103.9M | 10.11% | — | HELD |
| 4 | QXO | QXO INC | $13.40 | -5.96% | -28.56% | -69.62% | $81.9M | 7.96% | — | HELD |
| 5 | FIG | FIGMA INC | $24.76 | 1.56% | -79.70% | -64.77% | $11.4M | 1.11% | — | HELD |
Source: SEC EDGAR · accession 0001964563-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.