Madrone Advisors, LLC holds a concentrated book of 6 stocks worth $1.4B as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Capital One Financial Corp and trimmed Vanguard Tot World STK ETF. Their largest long position is Stubhub Holdings Inc-Class A at 70% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Madrone Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 6 / 6 | $10.3B |
| MORGAN STANLEY | 6 / 6 | $4.5B |
| JPMORGAN CHASE & CO | 6 / 6 | $3.2B |
| FMR LLC | 6 / 6 | $3.0B |
| BANK OF AMERICA CORP /DE/ | 6 / 6 | $2.2B |
| GOLDMAN SACHS GROUP INC | 6 / 6 | $1.7B |
| UBS Group AG | 6 / 6 | $1.6B |
| Bank of New York Mellon Corp | 6 / 6 | $1.1B |
Ranked by how many of Madrone Advisors, LLC's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964563/holdings"
Use Arkolith to show Madrone Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.