Position in MDB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,364,425
-$1,145,691 QoQ
Shares Held
4,062
-60.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#404
of 867 holders
Holding Since
Jun 2021
21 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, 2026Cherry Creek Investment Advisors, Inc. holds $18,990,245 across 9 Software - Infrastructure names. MDB ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,419 | $9,481,795 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
45,130 | $5,265,317 | |
| 3 | MDB |
MongoDB, Inc.
This page
|
4,062 | $1,364,425 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,876 | $1,121,052 | |
| 5 | TOST |
Toast, Inc.
|
19,411 | $540,014 | |
| 6 | NTNX |
Nutanix, Inc.
|
7,471 | $380,722 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,077 | $367,278 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,442 | $243,076 |
All Filings in MDB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,425 | 4,062 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,510,116 | 10,255 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,813,004 | 11,468 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,401,764 | 10,960 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,679,290 | 7,997 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,413,373 | 8,058 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $298,229 | 1,281 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $338,478 | 1,252 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $295,452 | 1,182 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,139,757 | 3,178 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,303,822 | 3,189 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,102,601 | 3,188 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,322,565 | 3,218 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $759,504 | 3,258 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $646,225 | 3,283 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $641,944 | 3,233 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $838,963 | 3,233 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,434,126 | 3,233 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,669,040 | 3,153 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,533,822 | 3,253 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,177,832 | 3,258 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||