AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
STUBSTUBHUB HLDGS INCCL AUnchangedUS$975.29M69.92%
STNESTONECO LTDCOM CL AUnchangedUS$274.68M19.69%
QXOQXO INCCOM NEWUnchangedUS$72.84M5.22%
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETFCutUS$40.3M2.89%
COFCAPITAL ONE FINL CORPCOMNewUS$21.97M1.58%
FIGFIGMA INCCLASS A COM STKUnchangedUS$9.75M0.70%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.