Madrone Advisors, LLC 13F Holdings · Q2 2026
Madrone Advisors, LLC reported 6 securities worth $1.39B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: STUB (69.92%), STNE (19.69%), QXO (5.22%). Among its top 25 positions this quarter: 1 new, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STUB | STUBHUB HLDGS INC | $975.3M | 69.92% | 75.8M | Hold |
| 2 | STNE | STONECO LTD | $274.7M | 19.69% | 25.3M | Hold |
| 3 | QXO | QXO INC | $72.8M | 5.22% | 4.2M | Hold |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $40.3M | 2.89% | 256,758 | Trimmed |
| 5 | COF | CAPITAL ONE FINL CORP | $22.0M | 1.58% | 109,506 | New |
| 6 | FIG | FIGMA INC | $9.7M | 0.70% | 538,956 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR