Madrone Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Madrone Advisors, LLC reported 5 stock positions worth $1.6 billion. Its top holding was Stubhub Class A (STUB) at 63.4% of the portfolio, followed by Stoneco Class A (STNE, 23.2%) and Qxo (QXO, 6.1%). Compared with Q3 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Vanguard Tot World STK ETF (VT, shares +58%) and the biggest sale Qxo (QXO, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001964563-26-000003 ↗ filed Feb 13, 2026
Holdings Value
Holdings 5 stocks · $1.6B
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| VT Vanguard Tot World STK ETF | Add +58.1% | 6.07% | +3.09 |
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 |