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Madrone Advisors, LLC Top Holdings and 13F Report (2025)

About Madrone Advisors, LLC

Investment Activity

  • Madrone Advisors, LLC has $597.00 million in total holdings as of March 31, 2025.
  • Madrone Advisors, LLC owns shares of 6 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 9.10% of the portfolio was purchased this quarter.
  • This quarter, Madrone Advisors, LLC has purchased 6 new stocks and bought additional shares in 1 stock.
  • Madrone Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

StoneCo
$265,555,612
QXO INC
$148,140,057
Illumina
$6,347,200

Largest Purchases this Quarter

Vanguard Total World Stock ETF
468,759 shares (about $54.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMadrone Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
StoneCo Ltd. stock logo
STNE
StoneCo
$265,555,6120.0%25,339,27644.5%Computer and Technology
QXO INC
$148,140,0570.0%10,940,92024.8%COM NEW
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$146,390,701$54,352,606 59.1%1,262,53324.5%ETF
Pacific Biosciences of California, Inc. stock logo
PACB
Pacific Biosciences of California
$27,602,4600.0%23,391,9154.6%Medical
Illumina, Inc. stock logo
ILMN
Illumina
$6,347,2000.0%80,0001.1%Medical
Oportun Financial Co. stock logo
OPRT
Oportun Financial
$2,968,0750.0%540,6330.5%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data