Avalon Global Asset Management LLC

Position in MDB — MongoDB, Inc.

CIK 1314273 SAN FRANCISCO, CA

Back to MDB Full portfolio

Position in MDB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,314,920

-$5,923,580 QoQ

Shares Held

18,800

-62.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#251

of 867 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDB Over Time

Shares Held

Position Value (USD)

Derivatives in MDB

reported options exposure · as of Jun 30, 2026

CallValue

$18,474,500

CallShares

55,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Avalon Global Asset Management LLC holds $134,587,511 across 4 Software - Infrastructure names. MDB ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	269,360	$51,389,847
2	PANW	Palo Alto Networks Inc	149,640	$51,030,232
3	NET	Cloudflare, Inc.	105,400	$25,852,512
4	MDB	MongoDB, Inc. This page	18,800	$6,314,920

All Filings in MDB

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,314,920	18,800	-62.4%	Shares	Sole	2026-08-13
2026-06-30	$18,474,500	55,000	—	Call	Sole	2026-08-13
2026-03-31	$12,238,500	50,000	+100.0%	Shares	Sole	2026-05-14
2025-12-31	$10,492,250	25,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.