Madrone Advisors, LLC — 13F Holdings

2026 Q1  ·  5 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Madrone Advisors, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX F, increasing the position by 7.9%.
Position History hover any row below to update
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Madrone Advisors, LLC San Francisco, CA Family Office / Investment Advisor AUM $1,028M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
5
Quarter
2026 Q1
Top Holding
STUB (46.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
STUB
STUBHUB HLDGS I...
Communication Services 46.01% 63.41% #1
Prev: #1
7.0
—
no change no change
P
S
75,780,055 $472,867,543
$16.84 -41.4%
$6.24 +58.0%
2025 Q3 13F Filing 2026-03-31 2026-05-14
STNE
STONECO LTD
Technology 34.81% 23.18% #2
Prev: #2
6.5
—
no change no change
P
S
25,339,276 $357,790,577 2022 Q4 13F Filing 2026-03-31 2026-05-14
VT
VANGUARD INTL E...
ETF 10.11% 6.07% #3 1
Prev: #4
7.0
—
55,150 7.9%
P
S
751,043 $103,884,268 2022 Q4 13F Filing 2026-03-31 2026-05-14
QXO
QXO INC
Industrials 7.96% 6.10% #4 1
Prev: #3
4.2
—
-900,000 -17.6%
P
S
4,215,198 $81,859,145 2024 Q3 13F Filing 2026-03-31 2026-05-14
FIG
FIGMA INC
Technology 1.11% 1.25% #5
Prev: #5
1.9
—
no change no change
P
S
538,956 $11,393,530 2025 Q3 13F Filing 2026-03-31 2026-05-14
Showing 1-5 of 5 holdings

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