Position in MDB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$652,801
-$65,548 QoQ
Shares Held
2,667
+51.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in MDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,801 | 2,667 | Shares | Sole | 2026-05-05 | |
| 2023-12-31 | $718,349 | 1,757 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,008,527 | 2,916 | Shares | Sole | 2023-11-03 | |
| 2022-09-30 | $580,788 | 2,925 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $795,108 | 3,064 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $776,726 | 1,751 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $578,050 | 1,092 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $432,846 | 918 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $394,056 | 1,090 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $377,343 | 1,411 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||