Madrone Advisors
Denver, COfiles as MADRONE ADVISORS, LLC
$1.4bn in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 25.5% of the portfolio this quarter.
Value
$1.4bn
Stocks
6
Top 10 share
100.0%
Turnover
25.5%
What changed this quarter
New
Bought for the first time this quarter.
- Capital One FinancialCOF1.6% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Vanguard Intl Equity Index FVT2.9% of the fund-66%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Intl Equity Index FVT
- Share
- 2.9%
- Value
- $40m
- Shares
- 256,758
-66%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| StubHub HoldingsSTUB | 69.9% | $975m | 75,780,055 | Held |
| StoneCoSTNE | 19.7% | $275m | 25,339,276 | Held |
| QXOQXO | 5.2% | $73m | 4,215,198 | Held |
| Vanguard Intl Equity Index FVT | 2.9% | $40m | 256,758 | -66% |
| Capital One FinancialCOF | 1.6% | $22m | 109,506 | New |
| FigmaFIG | 0.7% | $10m | 538,956 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 93.8% since 30 June 2025.
Where the money is
Retail & consumer69.9%
Technology20.4%
Industrials5.2%
Financial services1.6%
Other2.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.