Madrone Advisors, LLC Portfolio Holdings by Sector

Madrone Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology STNE 1 stocks	$202 Million 57.57% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VT 1 stocks	$93.3 Million 26.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PACB 1 stocks	$42.8 Million 12.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$10.7 Million 3.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services OPRT 1 stocks	$2.1 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts

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