Investor
MADRONE ADVISORS, LLC
CIK 0001964563 · filed 2026-05-14 · SEC filing
13F book
$1.03B
Positions
5
Largest name
46.0%
Stubhub Hldgs Inc
Est. mark
−$579.5M
Price effect on 5 names still held. Flow −$9.73M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Stubhub Hldgs Inc | — | 75.8M | $472.9M | 46.0% | −$552.4M | Held |
| StoneCo Ltd. | STNE | 25.3M | $357.8M | 34.8% | −$17M | Held |
| Vanguard Intl Equity Index F | — | 751K | $103.9M | 10.1% | −$1.91M | Added$5.72M |
| Qxo Inc | — | 4.22M | $81.9M | 8.0% | $548K | Cut−$16.8M |
| Figma, Inc. | FIG | 539K | $11.4M | 1.1% | −$8.75M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.