Madrone Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Madrone Advisors, LLC reported 6 stock positions worth $597.0 million. Its top holding was Stoneco Class A (STNE) at 44.5% of the portfolio, followed by Qxo (QXO, 24.8%) and Vanguard Tot World STK ETF (VT, 24.5%). Compared with Q4 2024, it added to 1. The biggest buy was Vanguard Tot World STK ETF (VT, shares +59%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $597.0M (Q1 2025)
- SEC Filing
- 0001415889-25-012902 ↗ filed May 14, 2025
Holdings Value
Holdings 6 stocks · $597.0M
| STNE Stoneco Ltd. Class A | 44.48% | 25,339,276 | $265.6M | No change |
| QXO Qxo Inc. | 24.81% | 10,940,920 | $148.1M | No change |
| VT Vanguard Tot World STK ETF | 24.52% | 1,262,533 | $146.4M | Add +59.0% |
| PACB Pacific Biosciences of Calif | 4.62% | 23,391,915 | $27.6M | No change |
| ILMN Illumina Inc. | 1.06% | 80,000 | $6.3M | No change |
| OPRT Oportun Financial Corp. | 0.50% | 540,633 | $3.0M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| VT Vanguard Tot World STK ETF | Add +59.0% | 24.52% | +6.75 |
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 |