13F Pro

Madrone Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1964563
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$1.0B

Holdings

5

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Madrone Advisors, LLC disclosed 5 positions worth $1.0B in its Form 13F-HR for Q1 2026, led by $STUB (StubHub Holdings, Inc.) at 46.0% of the equity portfolio, followed by $STNE and $DOV. The portfolio is most concentrated in Communication Services (46.0% of disclosed assets). All figures are sourced directly from Madrone Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1964563.

AI Fund Analysis

Stable
STNE$STNE
34.8% weight
Held 9 quarters
DOV$DOV
10.1% weight
Held 9 quarters
QXO$QXO
8.0% weight
Held 7 quarters
DOV$DOV
2 quarters accumulating

Sector Allocation

Communication ServicesTechnologyIndustrialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Madrone Advisors, LLC's 5 positions.

Showing top 5 of 5 holdings.

Sector Allocation

Communication Services

$472.9M

Technology

$369.2M

Industrials

$103.9M

Consumer Discretionary

$81.9M

Full Holdings — Madrone Advisors, LLC (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1STUB$STUBStubHub Holdings, Inc.$472.9M46.0%+0%—
2STNE$STNEStoneCo Ltd.$357.8M34.8%+0%—
3DOV$DOVDOVER Corp$103.9M10.1%+8%63.1
4QXO$QXOQXO, Inc.$81.9M8.0%-18%53.5
5FIG$FIGFigma, Inc.$11.4M1.1%+0%45.2

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Available Analysis

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Quarter-over-quarter position changes
Accumulation & distribution patterns
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AI-Powered Hedge Fund Analysis: Madrone Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Madrone Advisors, LLC (SEC CIK: 1964563), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Madrone Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.