MA
Madrone Advisors Portfolio holdings
AUM
$720M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$597M
AUM Growth
+$72.2M
(+14%)
Holding
6
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 44.48% |
| 2 | Industrials | 24.81% |
| 3 | Healthcare | 5.69% |
| 4 | Financials | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
StoneCo
STNE
$5.09B
| $266M | 44.48% |
25,339,276
|
|
||
|
QXO
2
QXO Inc
QXO
$11.9B
| $148M | 24.81% |
10,940,920
|
|
||
3
Vanguard Total World Stock ETF
VT
$55.2B
| $146M | 24.52% |
1,262,533
+468,759
|
|
||
4
Pacific Biosciences
PACB
$703M
| $27.6M | 4.62% |
23,391,915
|
|
||
5
Illumina
ILMN
$19B
| $6.35M | 1.06% |
80,000
|
|
||
6
Oportun Financial
OPRT
$235M
| $2.97M | 0.5% |
540,633
|
|