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MA

Madrone Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 20.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$1.39B
2
+$37M

Top Sells

1
+$29M
2
+$16M
3
+$119K

Sector Composition

1 Communication Services 62.8%
2 Technology 24.96%
3 Industrials 8.95%
4 Healthcare 0.31%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.28B 62.8%
+75,780,055
2
$479M 23.58%
25,339,276
3
$182M 8.95%
9,541,394
-1,399,526
4
$60.6M 2.98%
440,016
5
$28M 1.38%
+538,956
6
$6.37M 0.31%
4,976,089
-11,786,127
7
– –
-16,587