Position in MDB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,376,227
+$1,117,157 QoQ
Shares Held
9,708
+223.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Oak Harvest Investment Services holds $30,204,646 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
37,584 | $7,754,706 | |
| 2 | FFIV |
F5, Inc.
|
18,291 | $7,608,324 | |
| 3 | AKAM |
Akamai Technologies Inc
|
52,307 | $6,183,210 | |
| 4 | MSFT |
Microsoft Corp
|
15,197 | $5,668,784 | |
| 5 | PANW |
Palo Alto Networks Inc
|
6,500 | $2,216,630 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,730 | $551,849 | |
| 7 | ORCL |
Oracle Corp
|
1,509 | $221,143 |
All Filings in MDB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,376,227 | 9,708 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,259,070 | 3,000 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||