Erron Smith

Madrone Advisors, Llc

Assets Managed

$1.028B

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

-36.44%(2Q avg: -28.43%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Madrone Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Madrone Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.028B in assets, with a quarterly growth rate of -36.44% and a 2-quarter average growth rate of -28.43%. The portfolio is managed by Erron Smith, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
STUB Stubhub Holdings Inc-class A Recent Activity	46.01%	$472.868M 75.78M shares@ $6.24 avg price
STNE Stoneco Ltd-a Recent Activity	34.82%	$357.791M 25.339M shares@ $14.12 avg price
VT Vanguard Tot World Stk Etf Recent Activity Increased 7.93%	10.11%	$103.884M 751,043 shares@ $138.33 avg price	Increased 7.93%
QXO Qxo Inc Recent Activity Decreased -17.59%	7.97%	$81.859M 4.215M shares@ $19.42 avg price	Decreased -17.59%
FIG Figma Inc-cl A Recent Activity	1.11%	$11.394M 538,956 shares@ $21.15 avg price

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