Position in MDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,366,676
+$3,094,987 QoQ
Shares Held
54,679
-12.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Derivatives in MDB
reported options exposure · as of Dec 31, 2023CallValue
$204,425
CallShares
500
PutValue
$0
PutShares
0
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, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. MDB ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in MDB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,366,676 | 54,679 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,271,689 | 62,392 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,648,337 | 65,878 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,905,112 | 51,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,591,293 | 45,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,389,382 | 47,830 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,537,142 | 36,670 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,662,874 | 39,441 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,045,642 | 40,189 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,569,168 | 46,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,470,066 | 37,838 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $204,425 | 500 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $10,771,809 | 31,145 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,610,117 | 25,816 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,305,111 | 22,757 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,128,325 | 20,973 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,581,668 | 33,147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,200,978 | 31,603 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,033,856 | 31,637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,667,171 | 29,597 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,840,631 | 27,233 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,355,776 | 25,879 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,566,208 | 24,553 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,635,777 | 18,482 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,646,637 | 20,071 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,355,007 | 19,241 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,081,142 | 15,242 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||