Madrone Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Madrone Advisors, LLC reported 6 stock positions worth $729.9 million. Its top holding was Stoneco Class A (STNE) at 57.7% of the portfolio, followed by Vanguard Tot World STK ETF (VT, 31.4%) and Pacific Biosciences of Calif (PACB, 9.0%). Compared with Q4 2023, it added to 1. The biggest buy was Vanguard Tot World STK ETF (VT, shares +35%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $729.9M (Q1 2024)
- SEC Filing
- 0001104659-24-061176 ↗ filed May 14, 2024
Holdings Value
Holdings 6 stocks · $729.9M
| STNE Stoneco Ltd. Class A | 57.66% | 25,339,276 | $420.9M | No change |
| VT Vanguard Tot World STK ETF | 31.41% | 2,074,604 | $229.2M | Add +34.7% |
| PACB Pacific Biosciences of Calif | 9.04% | 17,591,915 | $66.0M | No change |
| ILMN Illumina Inc. | 1.50% | 80,000 | $11.0M | No change |
| OPRT Oportun Financial Corp. | 0.21% | 623,295 | $1.5M | No change |
| HLTHQ Cue Health Inc. | 0.18% | 7,078,566 | $1.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| VT Vanguard Tot World STK ETF | Add +34.7% | 31.41% | +11.66 |
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 |