Position in MDB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,023,771
+$813,743 QoQ
Shares Held
9,002
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#314
of 867 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $18,672,869 across 6 Software - Infrastructure names. MDB ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
12,837 | $4,377,673 | |
| 2 | NET |
Cloudflare, Inc.
|
15,460 | $3,792,028 | |
| 3 | GTLB |
Gitlab Inc.
|
103,135 | $3,148,711 | |
| 4 | MDB |
MongoDB, Inc.
This page
|
9,002 | $3,023,771 | |
| 5 | TOST |
Toast, Inc.
|
79,581 | $2,213,943 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
18,143 | $2,116,743 |
All Filings in MDB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,023,771 | 9,002 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,210,028 | 9,029 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,809,945 | 9,078 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,259,300 | 10,501 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,175,706 | 10,361 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,929,224 | 10,999 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,865,739 | 8,014 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,423,687 | 8,965 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,475,353 | 9,903 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,536,549 | 9,861 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,064,786 | 9,942 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,500,103 | 10,120 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,148,122 | 10,093 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,001,186 | 12,874 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,918,796 | 9,748 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,015,384 | 10,150 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,580,727 | 9,945 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,642,612 | 10,466 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||