Position in MDB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$12,263,221
-$33,864,487 QoQ
Shares Held
50,101
-54.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 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, 2026LBP AM SA holds $816,284,086 across 17 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,423,828 | $531,116,319 | |
| 2 | PANW |
Palo Alto Networks Inc
|
163,833 | $55,870,328 | |
| 3 | ZS |
Zscaler, Inc.
|
348,151 | $49,141,513 | |
| 4 | CRWV |
CoreWeave, Inc.
|
480,730 | $47,851,864 | |
| 5 | ORCL |
Oracle Corp
|
326,165 | $47,799,480 | |
| 6 | NET |
Cloudflare, Inc.
|
107,023 | $26,250,600 | |
| 7 | NTAP |
NetApp, Inc.
|
113,687 | $17,594,199 | |
| 8 | GEN |
Gen Digital Inc.
|
497,836 | $12,391,138 |
All Filings in MDB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,263,221 | 50,101 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $46,127,708 | 109,909 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $30,645,990 | 98,737 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $22,833,682 | 108,737 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $19,610,772 | 111,806 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $57,292,445 | 246,091 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $36,584,573 | 135,323 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $487,662 | 1,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $579,495 | 1,410 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||