Position in MDB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$779,592
-$186,114 QoQ
Shares Held
3,185
+38.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $69,051,002 across 28 Software - Infrastructure names. MDB ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
132,466 | $49,034,939 | |
| 2 | ORCL |
Oracle Corp
|
31,969 | $4,702,959 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,716 | $3,176,616 | |
| 4 | VRSN |
Verisign Inc/Ca
|
6,117 | $1,519,218 | |
| 5 | FTNT |
Fortinet, Inc.
|
11,551 | $943,947 | |
| 6 | TWLO |
Twilio Inc
|
6,657 | $837,583 | |
| 7 | PANW |
Palo Alto Networks Inc
|
4,881 | $782,521 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
3,185 | $779,592 |
All Filings in MDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,592 | 3,185 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $965,706 | 2,301 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $722,875 | 2,329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $450,008 | 2,143 | Shares | Sole | 2025-07-29 | |
| 2023-06-30 | $297,967 | 725 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $267,854 | 1,149 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||