Institutional Fund
Madrone Advisors, LLC
Denver, COCIK 19645635 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
5
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-36.4%
from $1.62B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Stubhub Hldgs Inc46.0%
- Stoneco Ltd34.8%
- Vanguard Intl Equity Index F10.1%
- Qxo Inc8.0%
- Figma Inc1.1%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Stubhub Hldgs Inc | 75.78M | $472.87M | 46.0% | 0 | Held |
| 2 | Stoneco Ltd | 25.34M | $357.79M | 34.8% | 0 | Held |
| 3 | Vanguard Intl Equity Index F | 751.0K | $103.88M | 10.1% | +55.1K | Added |
| 4 | Qxo Inc | 4.22M | $81.86M | 8.0% | −900.0K | Reduced |
| 5 | Figma Inc | 539.0K | $11.39M | 1.1% | 0 | Held |