The Analysis of Madrone Advisors, LLC's Holdings


Currently, Madrone Advisors, LLC holds 6 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in STUB (+75.8M shares, valued at $1.3B), FIG (+539.0K shares, valued at $28.0M); decreased their positions in QXO (-1.4M shares, valued at $26.7M), PACB (-11.8M shares, valued at $15.1M); initiated new positions in STUB (+75.8M shares, valued at $1.3B), FIG (+539.0K shares, valued at $28.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
STUB STUBHUB HLDGS INC75.8M sharesnew addition2025-09-302025-11-14history
STNE STONECO LTD25.3M shares0.00%2025-09-302025-11-14history
QXO QXO INC9.5M shares-12.79%2025-09-302025-11-14history
VT VANGUARD INTL EQUITY INDEX F440.0K shares0.00%2025-09-302025-11-14history
FIG FIGMA INC539.0K sharesnew addition2025-09-302025-11-14history
PACB PACIFIC BIOSCIENCES CALIF IN5.0M shares-70.31%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available