Filed: 2/13/2026ACC: 0001964563-26-000003
📋 What this filing means
MADRONE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.62B
Total AUM (reported)
107.47M
Total Shares
Allocation by class
CL A$1.03B63.4%
COM CL A$374.77M23.2%
COM NEW$98.67M6.1%
TT WRLD ST ETF$98.16M6.1%
CLASS A COM STK$20.14M1.2%
Portfolio Concentration
Top 3$1.50B92.7%
4–10$118.30M7.3%
Top 3 weight
92.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 107.47M
Sole
Full voting authority
107.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
STUBHUB HLDGS INC
SOLEShares75.78M
TypeSH
Market value$1.03B
63.41%
Sole
75.78M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares25.34M
TypeSH
Market value$374.77M
23.18%
Sole
25.34M
Shared
0.00
None
0.00
QXO INC
SOLEShares5.12M
TypeSH
Market value$98.67M
6.10%
Sole
5.12M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares695.89K
TypeSH
Market value$98.16M
6.07%
Sole
695.89K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares538.96K
TypeSH
Market value$20.14M
1.25%
Sole
538.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STUBHUB HLDGS INCSOLE | CL A | 75.78M | SH | $1.03B 63.41% | 75.78M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 25.34M | SH | $374.77M 23.18% | 25.34M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 5.12M | SH | $98.67M 6.10% | 5.12M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 695.89K | SH | $98.16M 6.07% | 695.89K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 538.96K | SH | $20.14M 1.25% | 538.96K | 0.00 | 0.00 |