Beacon Pointe Advisors, LLC

Position in MDB — MongoDB, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in MDB

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$4,309,261

+$1,392,337 QoQ

Shares Held

12,829

+7.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#280

of 867 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $661,183,142 across 28 Software - Infrastructure names. MDB ranks #12 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	874,315	$326,136,981
2	PANW	Palo Alto Networks Inc	243,306	$82,972,212
3	FTNT	Fortinet, Inc.	381,385	$58,588,363
4	PLTR	Palantir Technologies Inc.	482,498	$56,293,041
5	RBRK	Rubrik, Inc.	391,778	$31,451,937
6	CRWD	CrowdStrike Holdings, Inc.	149,600	$28,541,436
7	ORCL	Oracle Corp	159,979	$23,444,922
8	XYZ	Block, Inc.	178,628	$13,575,728

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,309,261	12,829	+7.7%	Shares	Sole	2026-08-18
2026-03-31	$2,916,924	11,917	+23.2%	Shares	Sole	2026-05-15
2025-12-31	$4,058,821	9,671	+3.5%	Shares	Sole	2026-02-18
2025-09-30	$2,899,259	9,341	+1025.4%	Shares	Sole	2025-11-14
2024-06-30	$207,466	830	-12.3%	Shares	Sole	2024-08-12
2024-03-31	$339,273	946	-2.4%	Shares	Sole	2024-05-14
2023-12-31	$396,175	969	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$339,634	982	+8.1%	Shares	Sole	2023-11-14
2023-06-30	$373,178	908	+33.9%	Shares	Sole	2023-08-14
2022-03-31	$300,754	678	+78.0%	Shares	Sole	2022-05-17
2021-12-31	$201,682	381	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.