MADRONE ADVISORS, LLC
CIK 1964563
13F filing for Q2 2026・No. 2,092
- Holdings
- US$1.39B
- Quarter change
- +US$367.03M
- Entries
- 6
- Net bought (estimate)
- −US$55.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 1
- Added 0
- Corporate actions 0
- Unchanged 4
Largest holdings
6 stocks worth US$1.39B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STUBSTUBHUB HLDGS INCCL A | Unchanged | 75,780,055 | US$975.29M | 69.92% |
| STNESTONECO LTDCOM CL A | Unchanged | 25,339,276 | US$274.68M | 19.69% |
| QXOQXO INCCOM NEW | Unchanged | 4,215,198 | US$72.84M | 5.22% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Cut | 256,758 | US$40.3M | 2.89% |
| COFCAPITAL ONE FINL CORPCOM | New | 109,506 | US$21.97M | 1.58% |
| FIGFIGMA INCCLASS A COM STK | Unchanged | 538,956 | US$9.75M | 0.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.