Position in MDB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,717,638
+$2,004,707 QoQ
Shares Held
22,976
-1.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 867 holders
Holding Since
Mar 2020
26 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, 2024CallValue
$74,988
CallShares
300
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, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. MDB ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in MDB
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,717,638 | 22,976 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,712,931 | 23,340 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,904,562 | 21,217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,347,004 | 23,671 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,156,962 | 19,796 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,423,808 | 19,520 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,370,542 | 18,773 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,974,710 | 18,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $74,988 | 300 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $4,258,318 | 17,036 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $179,320 | 500 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $104 | 600 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $11,415,869 | 31,831 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,944,191 | 31,660 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,919,275 | 20,006 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,476,257 | 20,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,394,227 | 14,560 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,088,222 | 15,689 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,750,850 | 13,854 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $155,700 | 600 | Call | Sole | 2022-08-10 | |
| 2022-06-30 | $3,555,669 | 13,702 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,094,926 | 13,740 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,862,964 | 14,854 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,345,290 | 4,974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,809,769 | 5,006 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,353,998 | 5,063 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,826,795 | 5,088 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,162,411 | 5,021 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,313,451 | 5,803 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,000 | 700 | Put | Sole | 2020-05-21 | |
| 2020-03-31 | $566,777 | 4,151 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||