Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$414,164
+$115,300 QoQ
Shares Held
1,233
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#572
of 867 holders
Holding Since
Jun 2024
6 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, 2026Frank, Rimerman Advisors LLC holds $64,972,318 across 18 Software - Infrastructure names. MDB ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
109,867 | $40,982,588 | |
| 2 | ORCL |
Oracle Corp
|
30,294 | $4,439,585 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,396 | $4,362,991 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,124 | $3,793,506 | |
| 5 | FTNT |
Fortinet, Inc.
|
17,064 | $2,621,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
38,860 | $1,853,476 | |
| 7 | SNPS |
Synopsys Inc
|
2,490 | $1,110,714 | |
| 8 | NET |
Cloudflare, Inc.
|
3,354 | $822,669 |
All Filings in MDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,164 | 1,233 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $298,864 | 1,221 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $512,861 | 1,222 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $378,973 | 1,221 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $513,394 | 1,899 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $599,154 | 2,397 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||