Investor Details
| Filer Name: | MADRONE ADVISORS, LLC |
|---|---|
| CIK: | 1964563 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 6 |
| Portfolio Value: | $0.52B |
Madrone Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| STNE | US | STONECO LTD-A | 25,339,276 | $202M | 38.48% | - | - |
| QXO | US | QXO INC | 10,940,920 | $174M | 33.15% | - | - |
| VT | US | VANGUARD TOT WORLD STK ETF | 793,774 | $93M | 17.77% | -18.4% | - |
| PACB | US | PACIFIC BIOSCIENCES OF CALIF | 23,391,915 | $43M | 8.16% | - | - |
| ILMN | US | ILLUMINA INC | 80,000 | $11M | 2.04% | - | - |
| OPRT | US | OPORTUN FINANCIAL CORP | 540,633 | $2M | 0.40% | -13.3% | - |