Position in MDB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,976,022
+$187,342 QoQ
Shares Held
14,814
-24.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
4.34%
of 13F equity value
Holder Rank
#266
of 867 holders
Holding Since
Jun 2022
17 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, 2026PURSUE WEALTH PARTNERS LLC holds $24,824,170 across 7 Software - Infrastructure names. MDB ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
41,676 | $7,951,155 | |
| 2 | MSFT |
Microsoft Corp
|
16,837 | $6,280,537 | |
| 3 | MDB |
MongoDB, Inc.
This page
|
14,814 | $4,976,022 | |
| 4 | PANW |
Palo Alto Networks Inc
|
12,960 | $4,419,619 | |
| 5 | ORCL |
Oracle Corp
|
3,400 | $498,270 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,061 | $404,231 | |
| 7 | NET |
Cloudflare, Inc.
|
1,200 | $294,336 |
All Filings in MDB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,976,022 | 14,814 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,788,680 | 19,564 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,669,834 | 18,275 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,801,002 | 18,690 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,581,617 | 12,294 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,335,100 | 13,313 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,138,744 | 13,482 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,903,854 | 14,440 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,671,342 | 22,689 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,946,745 | 22,158 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,123,440 | 19,869 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,656,421 | 19,246 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,522,760 | 18,304 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,610,329 | 15,487 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,492,388 | 12,662 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,836,231 | 14,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,706,212 | 6,575 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||