Vault-13

MADRONE ADVISORS, LLC

Denver, CO · CIK 1964563 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.4bn reported value +35.7% vs Q1 2026
6positions
100.0%in top 10
1 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 STUBHUB HLDGS INC CL A STUB STUB 75,780,055 $975.3m69.92% 69.92% UnchangedShares held: Q3 2025 75.8m, Q4 2025 75.8m, Q1 2026 75.8m, Q2 2026 75.8m
2 STONECO LTD COM CL A STNE STNE 25,339,276 $274.7m19.69% 19.69% UnchangedShares held: Q3 2025 25.3m, Q4 2025 25.3m, Q1 2026 25.3m, Q2 2026 25.3m
3 QXO INC COM NEW QXO QXO 4,215,198 $72.8m5.22% 5.22% UnchangedShares held: Q3 2025 9.5m, Q4 2025 5.1m, Q1 2026 4.2m, Q2 2026 4.2m
4 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 256,758 $40.3m2.89% 2.89% ReducedShares held: Q3 2025 440.0k, Q4 2025 695.9k, Q1 2026 751.0k, Q2 2026 256.8k -494.3k -494,285 -65.8%
5 CAPITAL ONE FINL CORP COM COF COF 109,506 $22.0m1.58% 1.58% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 109.5k
6 FIGMA INC CLASS A COM STK FIG FIG 538,956 $9.7m0.70% 0.70% UnchangedShares held: Q3 2025 539.0k, Q4 2025 539.0k, Q1 2026 539.0k, Q2 2026 539.0k