Madrone Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Madrone Advisors, LLC reported 6 stock positions worth $1.4 billion. Its top holding was Stubhub Class A (STUB) at 69.9% of the portfolio, followed by Stoneco Class A (STNE, 19.7%) and Qxo (QXO, 5.2%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale Vanguard Tot World STK ETF (VT, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001964563-26-000009 ↗ filed Aug 13, 2026
Holdings Value
Holdings 6 stocks · $1.4B
| STUB Stubhub Holdings Inc. Class A | 69.92% | 75,780,055 | $975.3M | No change |
| STNE Stoneco Ltd. Class A | 19.69% | 25,339,276 | $274.7M | No change |
| QXO Qxo Inc. | 5.22% | 4,215,198 | $72.8M | No change |
| VT Vanguard Tot World STK ETF | 2.89% | 256,758 | $40.3M | Reduce -65.8% |
| COF Capital One Financial Corp. | 1.57% | 109,506 | $22.0M | New |
| FIG Figma Inc. Class A | 0.70% | 538,956 | $9.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VT Vanguard Tot World STK ETF | Reduce -65.8% | 2.89% | −7.22 |
Portfolio Buys Q1 2026 → Q2 2026
| COF Capital One Financial Corp. | New | 1.57% | +1.57 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.4B | STUB, STNE, QXO, VT, COF |
| Q1 2026 | 5 | $1.0B | STUB, STNE, VT, QXO, FIG |
| Q4 2025 | 5 | $1.6B | STUB, STNE, QXO, VT, FIG |
| Q3 2025 | 6 | $2.0B | STUB, STNE, QXO, VT, FIG |
| Q2 2025 | 5 | $719.6M | STNE, QXO, VT, PACB, OPRT |
| Q1 2025 | 6 | $597.0M | STNE, QXO, VT, PACB, ILMN |
| Q4 2024 | 6 | $524.8M | STNE, QXO, VT, PACB, ILMN |
| Q3 2024 | 6 | $626.2M | STNE, QXO, VT, PACB, ILMN |
| Q2 2024 | 6 | $569.5M | STNE, VT, PACB, ILMN, OPRT |
| Q1 2024 | 6 | $729.9M | STNE, VT, PACB, ILMN, OPRT |