Position in MDB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$882,409
+$386,016 QoQ
Shares Held
2,627
+29.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#462
of 867 holders
Holding Since
Dec 2025
3 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, 2026MISSION WEALTH MANAGEMENT, LP holds $305,477,729 across 21 Software - Infrastructure names. MDB ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,605 | $240,450,557 | |
| 2 | ORCL |
Oracle Corp
|
110,951 | $16,259,869 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
268,208 | $12,792,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
31,241 | $10,653,805 | |
| 5 | AKAM |
Akamai Technologies Inc
|
42,899 | $5,071,090 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
42,339 | $4,939,691 | |
| 7 | SNPS |
Synopsys Inc
|
8,508 | $3,795,163 | |
| 8 | NET |
Cloudflare, Inc.
|
11,340 | $2,781,475 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,409 | 2,627 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $496,393 | 2,028 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $813,778 | 1,939 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||