Position in MDB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$606,971
+$163,203 QoQ
Shares Held
1,807
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#521
of 867 holders
Holding Since
Jun 2020
25 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, 2026Avestar Capital, LLC holds $54,192,064 across 17 Software - Infrastructure names. MDB ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,907 | $30,179,929 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,596 | $6,682,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,358 | $4,358,557 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,528 | $3,725,649 | |
| 5 | ORCL |
Oracle Corp
|
16,112 | $2,361,213 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,867 | $1,362,148 | |
| 7 | NET |
Cloudflare, Inc.
|
3,907 | $958,308 | |
| 8 | SNPS |
Synopsys Inc
|
1,696 | $756,534 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,971 | 1,807 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $443,768 | 1,813 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $758,799 | 1,808 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $566,133 | 1,824 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $413,680 | 1,970 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,064 | 1,973 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $504,033 | 2,165 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $573,953 | 2,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $493,171 | 1,973 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $739,515 | 2,062 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $767,002 | 1,876 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $627,044 | 1,813 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $746,357 | 1,816 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $422,180 | 1,811 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $356,477 | 1,811 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $552,195 | 2,781 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $801,336 | 3,088 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,369,805 | 3,088 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,625,633 | 3,071 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,448,007 | 3,071 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,110,227 | 3,071 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $821,277 | 3,071 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $461,366 | 1,285 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $297,490 | 1,285 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $290,846 | 1,285 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||