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	$421 Million 57.66% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VT 1 stocks	$229 Million 31.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PACB 1 stocks	$66 Million 9.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$11 Million 1.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services OPRT 1 stocks	$1.51 Million 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HLTH 1 stocks	$1.34 Million 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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