Madrone Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Madrone Advisors, LLC reported 6 stock positions worth $524.8 million. Its top holding was Stoneco Class A (STNE) at 38.5% of the portfolio, followed by Qxo (QXO, 33.2%) and Vanguard Tot World STK ETF (VT, 17.8%). Compared with Q3 2024, it reduced 2. The biggest sale was Vanguard Tot World STK ETF (VT, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $524.8M (Q4 2024)
- SEC Filing
- 0001104659-25-012956 ↗ filed Feb 13, 2025
Holdings Value
Holdings 6 stocks · $524.8M
| STNE Stoneco Ltd. Class A | 38.48% | 25,339,276 | $202.0M | No change |
| QXO Qxo Inc. | 33.15% | 10,940,920 | $174.0M | No change |
| VT Vanguard Tot World STK ETF | 17.77% | 793,774 | $93.3M | Reduce -18.4% |
| PACB Pacific Biosciences of Calif | 8.16% | 23,391,915 | $42.8M | No change |
| ILMN Illumina Inc. | 2.04% | 80,000 | $10.7M | No change |
| OPRT Oportun Financial Corp. | 0.40% | 540,633 | $2.1M | Reduce -13.3% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |