Madrone Advisors’s Pacific Biosciences PACB Stock Holding History

Madrone Advisors’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,976,089	Closed	-$6.37M	–	6
2025 Q3	$6.37M	Sell	4,976,089 -11,786,127	-70%	-$16M	0.31%	6
2025 Q2	$20.8M	Sell	16,762,216 -6,629,699	-28%	-$7.66M	2.89%	4
2025 Q1	$27.6M	Hold	23,391,915	–	–	4.62%	4
2024 Q4	$42.8M	Hold	23,391,915	–	–	8.16%	4
2024 Q3	$39.8M	Hold	23,391,915	–	–	6.35%	4
2024 Q2	$32M	Buy	23,391,915 +5,800,000	+33%	+$11.7M	5.63%	3
2024 Q1	$66M	Hold	17,591,915	–	–	9.04%	3
2023 Q4	$173M	Buy	17,591,915 +1,175,982	+7%	+$9.62M	21.5%	2
2023 Q3	$137M	Hold	16,415,933	–	–	29.47%	2
2023 Q2	$218M	Hold	16,415,933	–	–	38.11%	2
2023 Q1	$190M	Hold	16,415,933	–	–	35.03%	2
2022 Q4	$134M	Buy	+16,415,933	New	+$141M	25.9%	2

Other funds holding PACB

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Madrone Advisors's PACB Position: Q4 2025 in Review

Madrone Advisors sold out of Pacific Biosciences (PACB) in Q4 2025, closing a stake of 4,976,089 shares — an estimated $6.37M sold.

Madrone Advisors first reported a position in PACB in Q4 2022 and held it in 12 quarters. The position peaked at $218M in Q2 2023. 215 funds tracked by Wall St. Rank hold PACB as of Q4 2025.

Madrone Advisors reported no remaining Pacific Biosciences position as of Q4 2025 after selling out during the quarter.
Madrone Advisors sold 4,976,089 Pacific Biosciences shares in Q4 2025, an estimated $6.37M.
Madrone Advisors first reported a position in Pacific Biosciences in Q4 2022 and held it in 12 quarters.
Madrone Advisors's Pacific Biosciences position peaked at $218M in Q2 2023.
215 funds tracked by Wall St. Rank held Pacific Biosciences as of Q4 2025.

Based on Madrone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.