Position in MDB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$910,289
+$693,423 QoQ
Shares Held
2,710
+205.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#459
of 867 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. MDB ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in MDB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,289 | 2,710 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $216,866 | 886 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,041,670 | 2,482 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $347,625 | 1,120 | Shares | Sole | 2025-11-03 | |
| 2024-03-31 | $407,415 | 1,136 | Shares | Other | 2024-05-08 | |
| 2023-03-31 | $193,489 | 830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,597 | 64 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||