MADRONE ADVISORS, LLC.

AUM · $1.4B (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$22M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	STUB	STUBHUB HLDGS INC	75.78M	$975M	69.9%	±0%
2	STNE	STONECO LTD	25.34M	$275M	19.7%	±0%
3	QXO	QXO INC	4.22M	$73M	5.2%	±0%
4	VT	VANGUARD INTL EQUITY INDEX F	257K	$40M	2.9%	−66%
5	COF	CAPITAL ONE FINL CORP	110K	$22M	1.6%	NEW
6	FIG	FIGMA INC	539K	$10M	0.7%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE MADRONE SIGNAL

MADRONE ADVISORS, LLC is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 6 positions.