DOSSIER · 13F-HR · Q2 2026
Madrone Advisors, LLC
$1.4B in tracked AUM across 6 positions as of Q2 2026.
MA
CIK 0001964563 · last filed Jun 30, 2026
AI Analysis · Q2 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. ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 15