Madrone Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Madrone Advisors, LLC reported 5 stock positions worth $1.0 billion. Its top holding was Stubhub Class A (STUB) at 46.0% of the portfolio, followed by Stoneco Class A (STNE, 34.8%) and Vanguard Tot World STK ETF (VT, 10.1%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was Vanguard Tot World STK ETF (VT, shares +8%) and the biggest sale Qxo (QXO, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001964563
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001964563-26-000006 ↗ filed May 14, 2026
Holdings Value
Holdings 5 stocks · $1.0B
Portfolio Sells Q4 2025 → Q1 2026
| QXO Qxo Inc. | Reduce -17.6% | 7.96% | +1.86 |
Portfolio Buys Q4 2025 → Q1 2026
| VT Vanguard Tot World STK ETF | Add +7.9% | 10.11% | +4.04 |
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 |