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	$266 Million 59.16% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VT 1 stocks	$146 Million 32.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PACB 1 stocks	$27.6 Million 6.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$6.35 Million 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services OPRT 1 stocks	$2.97 Million 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts

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