Position in MDB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$335,900
+$91,130 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#609
of 871 holders
Holding Since
Jun 2022
16 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, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. MDB ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
This page
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in MDB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,900 | 1,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $244,770 | 1,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $419,690 | 1,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $311,000 | 1,002 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $210,409 | 1,002 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $175,750 | 1,002 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $232,810 | 1,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $270,350 | 1,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $249,960 | 1,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $362,943 | 1,012 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $345,860 | 1,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $410,990 | 1,000 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $239,880 | 1,029 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $203,729 | 1,035 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,317 | 57 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,234 | 51 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||