Home/Smart Money/MADRONE ADVISORS, LLC
§ 13F · FUND PROFILE

MADRONE ADVISORS, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $720M (13F)Positions · 5Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1STUBSTUBHUB HLDGS INC75.78M$473M46.0%±0%
2STNESTONECO LTD25.34M$358M34.8%±0%
3VTVANGUARD INTL EQUITY INDEX F751K$104M10.1%+8%
4QXOQXO INC4.22M$82M8.0%−18%
5FIGFIGMA INC539K$11M1.1%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE MADRONE SIGNAL

AC read

MADRONE ADVISORS, LLC is a Other fund managing $720 million in assets. The fund runs a focused portfolio of just 5 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed