Position in MDB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,298,589
+$611,031 QoQ
Shares Held
3,866
+37.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#418
of 867 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. MDB ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
233,876 | $87,240,425 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,596 | $20,664,447 | |
| 3 | NET |
Cloudflare, Inc.
|
27,423 | $6,726,313 | |
| 4 | ORCL |
Oracle Corp
|
45,728 | $6,701,438 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,948 | $6,667,554 | |
| 6 | GEN |
Gen Digital Inc.
|
168,053 | $4,182,839 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
34,826 | $4,063,149 | |
| 8 | NTAP |
NetApp, Inc.
|
25,156 | $3,893,142 |
All Filings in MDB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,589 | 3,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $687,558 | 2,809 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $104,785 | 499 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $205,142 | 572 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $247,763 | 606 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||