Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,979
+$11,118 QoQ
Shares Held
122
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 867 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Westside Investment Management, Inc. holds $17,340,028 across 23 Software - Infrastructure names. MDB ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,049 | $10,835,855 | |
| 2 | ORCL |
Oracle Corp
|
15,868 | $2,325,454 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,824 | $1,986,100 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,968 | $857,006 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,938 | $576,115 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,990 | $397,164 | |
| 7 | FTNT |
Fortinet, Inc.
|
448 | $68,821 | |
| 8 | OKTA |
Okta, Inc.
|
415 | $56,626 |
All Filings in MDB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,979 | 122 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,861 | 122 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $51,202 | 122 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $37,866 | 122 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,069 | 67 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,104 | 12 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,793 | 12 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,244 | 12 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,999 | 12 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,303 | 12 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,906 | 12 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||