The Analysis of Madrone Advisors, LLC's Holdings & P&L

Currently, Madrone Advisors, LLC holds 5 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VT (+55.1K shares, valued at $7.6M); decreased their positions in QXO (-900.0K shares, valued at $17.5M).

1M P&L

+163.6M+15.41%

3M P&L

-146.5M-10.67%

HY P&L

-294.2M-19.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information472.9M

46.0%

2Software - Infrastructure357.8M

34.8%

3N/A103.9M

10.1%

Top Industries by Stock Count

1Software - Application2 stocks

40.0%

2Software - Infrastructure1 stocks

20.0%

3Internet Content & Information1 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STUB STUBHUB HLDGS INC75.8M shares0.00%2026-03-312026-05-14

STNE STONECO LTD25.3M shares0.00%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F751.0K shares7.93%2026-03-312026-05-14

QXO QXO INC4.2M shares-17.59%2026-03-312026-05-14

FIG FIGMA INC539.0K shares0.00%2026-03-312026-05-14

STUB

STUBHUB HLDGS INC

0.00%

Shares75.8M

Event2026-03-31

Filed2026-05-14

STNE

STONECO LTD

0.00%

Shares25.3M

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

7.93%

Shares751.0K

Event2026-03-31

Filed2026-05-14

QXO

QXO INC

-17.59%

Shares4.2M

Event2026-03-31

Filed2026-05-14

FIG

FIGMA INC

0.00%

Shares539.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available