Madrone Advisors, LLC

CIK 0001964563 · DENVER, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Madrone Advisors, LLC reported 6 positions worth $1.39B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: STUB (69.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.39B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

6 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	STUB	STUBHUB HLDGS INC	SH	$975.3M	69.92%	75,780,055	—	—
▸ 2	STNE	STONECO LTD	SH	$274.7M	19.69%	25,339,276	—	—
▸ 3	QXO	QXO INC	SH	$72.8M	5.22%	4,215,198	—	—
▸ 4	VT	VANGUARD INTL EQUITY INDEX F	SH	$40.3M	2.89%	256,758	—	—
▸ 5	COF	CAPITAL ONE FINL CORP	SH	$22.0M	1.58%	109,506	—	—
▸ 6	FIG	FIGMA INC	SH	$9.7M	0.70%	538,956	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Madrone Advisors, LLC hold as of Q2 2026?

Madrone Advisors, LLC reported 6 positions worth $1.39B in its Q2 2026 13F filing. Largest positions: STUB (69.9%), STNE (19.7%), QXO (5.2%), VT (2.9%) and COF (1.6%).

What did Madrone Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Madrone Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.