Madrone Advisors, LLC
Madrone Advisors, LLC reported 6 US-listed holdings worth $1.39 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Stubhub Hldgs Inc. (69.9%), Stoneco Ltd (19.7%) and Qxo Inc. (5.2%). Against the quarter before, it opened 1 position, added to 0, trimmed 1 and sold out of 0.
Reported holdings$1.39B+35.7% on Q1 2026
Positions6+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedHeldTrimmed
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Held 4Trimmed 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Capital One Financial Corp. COF$22.0 million
Trimmed 1
- Vanguard Intl Equity Index F VT-494,285 shares · -66%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Stubhub Hldgs Inc. STUB | 75,780,055 | $975.3 million | 69.92% | no change |
| Stoneco Ltd STNE | 25,339,276 | $274.7 million | 19.69% | no change |
| Qxo Inc. QXO | 4,215,198 | $72.8 million | 5.22% | no change |
| Vanguard Intl Equity Index F VT | 256,758 | $40.3 million | 2.89% | -494,285 |
| Capital One Financial Corp. COF | 109,506 | $22.0 million | 1.58% | new |
| Figma Inc. FIG | 538,956 | $9.7 million | 0.70% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.