MA
QXO

Madrone Advisors’s QXO Inc QXO Stock Holding History

Madrone Advisors’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.8M Hold
4,215,198
– – 5.22% 3
2026
Q1 		$81.9M Sell
4,215,198
-900,000
-18% -$20.6M 7.96% 4
2025
Q4 		$98.7M Sell
5,115,198
-4,426,196
-46% -$84.8M 6.1% 3
2025
Q3 		$182M Sell
9,541,394
-1,399,526
-13% -$29M 8.95% 3
2025
Q2 		$236M Hold
10,940,920
– – 32.75% 2
2025
Q1 		$148M Hold
10,940,920
– – 24.81% 2
2024
Q4 		$174M Hold
10,940,920
– – 33.15% 2
2024
Q3 		$173M Buy
+10,940,920
New +$319M 27.55% 2

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Madrone Advisors's QXO Position: Q2 2026 in Review

Madrone Advisors held its QXO Inc (QXO) position steady in Q2 2026 at 4,215,198 shares worth $72.8M. The position accounts for 5.22% of the portfolio, ranked #3.

Madrone Advisors first reported a position in QXO in Q3 2024 and has held it in 8 quarters since. The position peaked at $236M in Q2 2025. 639 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Madrone Advisors held 4,215,198 shares of QXO Inc worth $72.8M as of Q2 2026.
  • Madrone Advisors left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 5.22% of Madrone Advisors's portfolio in Q2 2026, its #3 holding.
  • Madrone Advisors first reported a position in QXO Inc in Q3 2024 and has held it in 8 quarters since.
  • Madrone Advisors's QXO Inc position peaked at $236M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Madrone Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.