Position in MDB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,233,760
-$328,326 QoQ
Shares Held
3,673
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#425
of 867 holders
Holding Since
Dec 2020
19 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, 2026Triton Financial Group Inc holds $13,130,454 across 6 Software - Infrastructure names. MDB ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
21,688 | $4,137,745 | |
| 2 | MSFT |
Microsoft Corp
|
9,977 | $3,721,620 | |
| 3 | ORCL |
Oracle Corp
|
9,796 | $1,435,603 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
10,765 | $1,414,843 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
3,673 | $1,233,760 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
10,173 | $1,186,883 |
All Filings in MDB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,760 | 3,673 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $1,562,086 | 3,722 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,155,234 | 3,722 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $781,582 | 3,722 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $1,081,402 | 4,645 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $1,267,671 | 4,689 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,317,629 | 9,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,369,781 | 9,396 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,079,914 | 9,979 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,005,750 | 11,582 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,788,444 | 11,651 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,763,870 | 11,856 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $2,463,846 | 12,517 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,548,319 | 12,834 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,344,176 | 12,887 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,786,187 | 13,044 | Shares | Sole | 2022-05-12 | |
| 2021-06-30 | $5,154,190 | 14,257 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,807,133 | 14,236 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,133,912 | 14,299 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||