MADRONE ADVISORS, LLC
Top Portfolio Positions
4 positions ·
$923,910,794 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STUB |
StubHub Holdings, Inc.
Communication Services
|
75,780,055 | $472,867,543 | 51.18% | |
| STNE |
StoneCo Ltd.
Technology
|
25,339,276 | $357,790,577 | 38.73% | |
| QXO |
QXO, Inc.
Industrials
|
4,215,198 | $81,859,145 | 8.86% | |
| FIG |
Figma, Inc.
Technology
|
538,956 | $11,393,529 | 1.23% |
Portfolio Trend
14 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,859,145 | 4,215,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $98,672,169 | 5,115,198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $181,858,969 | 9,541,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,667,416 | 10,940,920 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $148,140,056 | 10,940,920 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $173,960,628 | 10,940,920 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $172,538,308 | 10,940,920 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||