DOSSIER · 13F-HR · Q1 2026
Madrone Advisors, LLC
$1.0B in tracked AUM across 5 positions as of Q1 2026.
MA
CIK 0001964563 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Madrone Advisors, LLC has reported a significant transformation in its investment portfolio for the period ending September 30, 2025. The firm executed a major strategic pivot, evidenced by a 170.1% surge in total portfolio value, growing from approximately $719.56 million to $1.94 billion. This growth was driven not merely by market appreciation, but by substantial capital reallocation. The portfolio is currently extremely concentrated, consisting of only four holdings. ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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