BOURGEON CAPITAL MANAGEMENT LLC

Position in MDB — MongoDB, Inc.

CIK 1088731 Darien, CT

Position in MDB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,853,031

-$3,728,131 QoQ

Shares Held

20,402

-52.8% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#244

of 865 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $72,140,817 across 5 Software - Infrastructure names. MDB ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	150,598	$20,549,097
2	MSFT	Microsoft Corp	49,944	$18,630,110
3	XYZ	Block, Inc.	214,413	$16,295,388
4	PANW	Palo Alto Networks Inc	28,776	$9,813,191
5	MDB	MongoDB, Inc. This page	20,402	$6,853,031

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,853,031	20,402	-52.8%	Shares	Sole	2026-07-22
2026-03-31	$10,581,162	43,229	+11.4%	Shares	Sole	2026-04-13
2025-12-31	$16,281,034	38,793	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$12,014,499	38,709	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$8,156,221	38,841	-3.0%	Shares	Sole	2025-07-18
2025-03-31	$7,026,524	40,060	—	Shares	Sole	2025-04-09
No filing history on record for this holder in this stock.