Q2 2026 13F · SEC CIK 1964563
Madrone Advisors, LLC
Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 6
- Top holdings a year, 3 yrs
- -17.1%
- Average holding period
- 1.6 yrs
Madrone Advisors, LLC is an investment manager that reported 6 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Stubhub Hldgs Inc (STUB, 69.9%), Stoneco Ltd (STNE, 19.7%), Qxo Inc (QXO, 5.2%). A portfolio copying its top holdings returned -17.1% a year over the last 3 years, against 20.4% for the S&P 500.
Madrone Advisors, LLC holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| STUBStubhub Hldgs Inc | 69.9% | +0.0% | $975.3M |
| STNEStoneco Ltd | 19.7% | +0.0% | $274.7M |
| QXOQxo Inc | 5.2% | +0.0% | $72.8M |
| VTVanguard Intl Equity Index F | 2.9% | -65.8% | $40.3M |
| COFCapital One Finl Corp | 1.6% | — | $22.0M |
| FIGFigma Inc | 0.7% | +0.0% | $9.7M |
What Madrone Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- COF Capital One Finl Corp1.6% of 13F
Added to
No position grew by more than 5%.
Reduced
- VT Vanguard Intl Equity Index F-65.8% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -34.7% /yr
- S&P 500 +20.1%
- 3 years
- -17.1% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 6 |
| Q1 2026 | $1.0B | 5 |
| Q4 2025 | $1.6B | 5 |
| Q3 2025 | $2.0B | 6 |
| Q2 2025 | $719.6M | 5 |
| Q1 2025 | $597.0M | 6 |
| Q4 2024 | $524.8M | 6 |
| Q3 2024 | $626.2M | 6 |
| Q2 2024 | $569.5M | 6 |
| Q1 2024 | $729.9M | 6 |
| Q4 2023 | $802.7M | 6 |
| Q3 2023 | $465.2M | 8 |
Questions about Madrone Advisors, LLC's portfolio
What stocks does Madrone Advisors, LLC own?
Madrone Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 6 positions worth $1.4B. The largest are Stubhub Hldgs Inc (STUB) at 69.9%, Stoneco Ltd (STNE) at 19.7%, Qxo Inc (QXO) at 5.2%, Vanguard Intl Equity Index F (VT) at 2.9% and Capital One Finl Corp (COF) at 1.6%.
What did Madrone Advisors, LLC buy last quarter?
In Q2 2026, Madrone Advisors, LLC added a new position in Capital One Finl Corp (COF), compared with its Q1 2026 filing.
What did Madrone Advisors, LLC sell last quarter?
In Q2 2026, Madrone Advisors, LLC Vanguard Intl Equity Index F (VT) (-65.8% shares), compared with its Q1 2026 filing.
How has Madrone Advisors, LLC's portfolio performed?
A portfolio copying Madrone Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned -17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -34.7% against +20.1%.
When is Madrone Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Madrone Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.