StockDriftsStockDriftsTop 6 Madrone Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STUB | STUBHUB HLDGS INC | 69.92% | 75.78M | $975.3M | +0.00%(+0) | $16.84(-52.02%) | 2026-06-30 | |
| STNE | STONECO LTD | 19.69% | 25.34M | $274.7M | +0.00%(+0) | $9.48(+0.69%) | 2026-06-30 | |
| QXO | QXO INC | 5.22% | 4.22M | $72.8M | +0.00%(+0) | $43.77(-67.77%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.89% | 256.8K | $40.3M | -65.81%(-494.29K) | $119.88(+34.05%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 1.58% | 109.5K | $22.0M | new | $189.38(+16.94%) | 2026-06-30 | |
| FIG | FIGMA INC | 0.7% | 539.0K | $9.7M | +0.00%(+0) | $51.87(-50.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -9.09% | -24.85% | — | — | -4.79% |
| Top 20 Holdings Unweighted | -17.13% | -43.09% | — | — | -54.27% |
Madrone Advisors LLC reports $1.39B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are STUB (69.9%), STNE (19.7%) and QXO (5.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -24.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Madrone Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964563). View Madrone Advisors LLC’s 13F filings on SEC