Position in MDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$83,639
+$31,014 QoQ
Shares Held
249
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#698
of 867 holders
Holding Since
Jun 2021
18 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, 2026CVA Family Office, LLC holds $14,975,426 across 51 Software - Infrastructure names. MDB ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,073 | $10,471,790 | |
| 2 | ORCL |
Oracle Corp
|
10,103 | $1,480,594 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,136 | $599,217 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,164 | $396,947 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,700 | $261,154 | |
| 7 | SNPS |
Synopsys Inc
|
400 | $178,428 | |
| 8 | NET |
Cloudflare, Inc.
|
489 | $119,941 |
All Filings in MDB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,639 | 249 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $52,625 | 215 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $98,627 | 235 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $72,628 | 234 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $48,717 | 232 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $34,729 | 198 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $42,837 | 184 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $53,799 | 199 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $44,992 | 180 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $64,196 | 179 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $72,775 | 178 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $45,208 | 110 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $25,643 | 110 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $21,652 | 110 | Shares | Sole | 2023-02-22 | |
| 2022-06-30 | $14,272 | 55 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $15,525 | 35 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,646 | 5 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $1,807 | 5 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||