MA
Madrone Advisors Portfolio holdings
AUM
$1.03B
1-Year Est. Return
20.53%
This Fund
S&P 500
1 Year Est. Return
-20.53%
AUM
$1.03B
AUM Growth
-$589M
(-36%)
Holding
5
Sector Composition
| 1 | Communication Services | 46.01% |
| 2 | Technology | 35.92% |
| 3 | Industrials | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STUB
1
StubHub Holdings
STUB
$3.3B
| $473M | 46.01% |
75,780,055
|
|
||
2
StoneCo
STNE
$2.34B
| $358M | 34.81% |
25,339,276
|
|
||
3
Vanguard Total World Stock ETF
VT
$73B
| $104M | 10.11% |
751,043
+55,150
|
|
||
|
QXO
4
QXO Inc
QXO
$11.8B
| $81.9M | 7.96% |
4,215,198
-900,000
|
|
||
|
FIG
5
Figma
FIG
$12.1B
| $11.4M | 1.11% |
538,956
|
|