AI Holders Summary · Q2 2026

203 institutions reported STUB in Q2 2026. Madrone Advisors, LLC leads at 35.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Madrone Advisors, LLC

CIK 0001964563

$975M75.8M69.92%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$181M14.0M0.00%Q2 2026 03

WestCap Management, LLC

CIK 0001838470

$179M13.9M91.88%Q2 2026 04

Deer Management Co. LLC

CIK 0001494127

$138M22.0M22.10%Q1 2026 05

PointState Capital LP

CIK 0001509842

$128M10.0M1.64%Q2 2026 06

JPMORGAN CHASE & CO

CIK 0000019617

$114M8.8M0.01%Q2 2026 07

Capital World Investors

CIK 0001422849

$107M8.3M0.01%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$105M8.2M0.00%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$99M7.7M0.01%Q2 2026 10

StepStone Group LP

CIK 0001502287

$97M7.6M4.51%Q2 2026 11

Neuberger Berman Group LLC

CIK 0001465109

$95M7.4M0.06%Q2 2026 12

KLINGENSTEIN FIELDS & CO LP

CIK 0000859872

$80M6.2M2.80%Q2 2026 13

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$76M5.9M0.00%Q2 2026 14

Rubric Capital Management LP

CIK 0001687509

$64M5.0M0.59%Q2 2026 15

Capital International Investors

CIK 0001562230

$54M4.2M0.01%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$50M3.8M0.00%Q2 2026 17

Index Venture Associates III Ltd

CIK 0001503683

$49M3.8M100.00%Q2 2026 18

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$47M3.7M0.00%Q2 2026 19

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$45M3.5M0.00%Q2 2026 20

Insight Holdings Group, LLC

CIK 0001305473

$44M3.4M3.36%Q2 2026

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