Position in MDB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$305,333
+$75,250 QoQ
Shares Held
909
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#619
of 867 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026New York Life Investment Management LLC holds $658,168,665 across 22 Software - Infrastructure names. MDB ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,162,926 | $433,794,656 | |
| 2 | PANW |
Palo Alto Networks Inc
|
132,516 | $45,190,606 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
320,224 | $37,360,534 | |
| 4 | ORCL |
Oracle Corp
|
237,124 | $34,750,522 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
166,040 | $31,677,941 | |
| 6 | FTNT |
Fortinet, Inc.
|
103,621 | $15,918,258 | |
| 7 | SNPS |
Synopsys Inc
|
31,272 | $13,949,501 | |
| 8 | FFIV |
F5, Inc.
|
15,062 | $6,265,189 |
All Filings in MDB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,333 | 909 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $230,083 | 940 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $343,726 | 819 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $296,102 | 954 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $259,547 | 1,236 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $204,165 | 1,164 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $299,626 | 1,287 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $350,103 | 1,295 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $283,454 | 1,134 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $451,169 | 1,258 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $505,338 | 1,236 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $406,385 | 1,175 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $524,834 | 1,277 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $313,080 | 1,343 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $267,308 | 1,358 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,546 | 1,287 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $299,722 | 1,155 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||