Ardmore Road Asset Management LP

Position in MDB — MongoDB, Inc.

CIK 1835730 WESTPORT, CT

Position in MDB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$38,279,164

+$25,167,210 QoQ

Shares Held

113,960

+264.8% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#114

of 867 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $150,010,347 across 5 Software - Infrastructure names. MDB ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTNX	Nutanix, Inc.	865,400	$44,100,784
2	MSFT	Microsoft Corp	117,300	$43,755,246
3	MDB	MongoDB, Inc. This page	113,960	$38,279,164
4	CRWV	CoreWeave, Inc.	173,493	$17,269,493
5	FTNT	Fortinet, Inc.	43,000	$6,605,660

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,279,164	113,960	+264.8%	Shares	Sole	2026-08-14
2025-12-31	$13,111,954	31,242	-37.5%	Shares	Sole	2026-02-17
2025-09-30	$15,519,000	50,000	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.