Position in MDB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,232,915
+$953,440 QoQ
Shares Held
74,490
+80.9% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.44623439387837.ToString("F0")%
Shared 0.ToString("F0")%
None 5.553765606121627.ToString("F0")%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $1,540,091,943 across 134 Software - Infrastructure names. MDB ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,750,658 | $1,018,211,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,454,147 | $212,712,620 | |
| 3 | ORCL |
Oracle Corp
|
663,477 | $97,604,098 | |
| 4 | PANW |
Palo Alto Networks Inc
|
375,307 | $60,169,215 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
74,490 | $18,232,915 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
173,222 | $16,906,899 | |
| 7 | FTNT |
Fortinet, Inc.
|
161,014 | $13,158,062 | |
| 8 | NET |
Cloudflare, Inc.
|
59,589 | $12,295,593 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,232,915 | 74,490 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,279,475 | 41,172 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,853,011 | 31,745 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,659,732 | 12,666 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,819,422 | 10,373 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,153,489 | 9,250 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,010,590 | 7,437 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,003,927 | 8,017 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,469,951 | 6,887 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,000,687 | 14,677 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,419,049 | 12,777 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,887,016 | 14,324 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,257,529 | 9,684 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,283,194 | 6,519 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,147,476 | 5,779 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,699,723 | 6,550 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,524,022 | 5,690 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,213,209 | 4,181 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,992,126 | 4,225 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,401,248 | 3,876 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $899,632 | 3,364 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,483,909 | 4,133 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,914,937 | 12,591 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,187,542 | 14,083 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,187,128 | 81,933 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||