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Madrone Advisors, LLC Top Holdings and 13F Report (2026)

About Madrone Advisors, LLC

Investment Activity

  • Madrone Advisors, LLC has $1.39 billion in total holdings as of June 30, 2026.
  • Madrone Advisors, LLC owns shares of 6 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 1.58% of the portfolio was purchased this quarter.
  • About 5.56% of the portfolio was sold this quarter.
  • This quarter, Madrone Advisors, LLC has purchased 5 new stocks and bought additional shares in 0 stocks.
  • Madrone Advisors, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

STUBHUB HLDGS INC
$975,289,308
StoneCo
$274,677,752
QXO INC
$72,838,621

Largest New Holdings this Quarter

14040H105 - Capital One Financial
$21,969,094 Holding

Largest Purchases this Quarter

Capital One Financial
109,506 shares (about $21.97M)

Largest Sales this Quarter

Vanguard Total World Stock ETF
494,285 shares (about $77.58M)

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
STUBHUB HLDGS INC
$975,289,3080.0%75,780,05569.9%CL A
StoneCo Ltd. stock logo
STNE
StoneCo
$274,677,7520.0%25,339,27619.7%Finance
QXO INC
$72,838,6210.0%4,215,1985.2%COM NEW
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$40,298,168$77,578,031 -65.8%256,7582.9%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$21,969,094$21,969,094 New Holding109,5061.6%Finance
FIGMA INC
$9,749,7140.0%538,9560.7%CLASS A COM STK

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