Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MADRONE ADVISORS, LLC (CIK 1964563) reported $1.39B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STUB ($975.3M, 69.92%), STNE ($274.7M, 19.69%), QXO ($72.8M, 5.22%), VT ($40.3M, 2.89%), COF ($22.0M, 1.58%). Source: SEC Form 13F.
| 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