Position in MDB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$543,144
-$618,977 QoQ
Shares Held
2,219
-19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Intellectus Partners, LLC holds $30,535,654 across 15 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,053 | $8,226,210 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,788 | $6,975,465 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,725 | $4,680,499 | |
| 4 | VRNS |
Varonis Systems Inc
|
97,576 | $4,094,288 | |
| 5 | ORCL |
Oracle Corp
|
12,474 | $1,828,064 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,592 | $1,066,869 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
16,765 | $815,449 | |
| 8 | XYZ |
Block, Inc.
|
9,769 | $742,444 |
All Filings in MDB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,144 | 2,219 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,162,121 | 2,769 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,075,466 | 3,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $879,858 | 4,190 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $698,442 | 3,982 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $884,678 | 3,800 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $467,705 | 1,730 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $382,438 | 1,530 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||