Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MADRONE ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MADRONE ADVISORS, LLC (CIK 1964563) reported $1.03B across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($472.9M, 46.01%), STNE ($357.8M, 34.81%), VT ($103.9M, 10.11%), QXO ($81.9M, 7.96%), FIG ($11.4M, 1.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1STUBHUB HLDGS INC$472.9M46.01%75.8MHold
2STNESTONECO LTD$357.8M34.81%25.3MHold
3VTVANGUARD INTL EQUITY INDEX F$103.9M10.11%751,043Added
4QXOQXO INC$81.9M7.96%4.2MTrimmed
5FIGFIGMA INC$11.4M1.11%538,956Hold

Source: SEC Form 13F filings · as of 2026-03-31