Position in MDB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$283,162
+$20,437 QoQ
Shares Held
843
+34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#632
of 867 holders
Holding Since
Dec 2025
2 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, 2026Portside Wealth Group, LLC holds $29,697,458 across 17 Software - Infrastructure names. MDB ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,724 | $16,309,926 | |
| 2 | ORCL |
Oracle Corp
|
36,778 | $5,389,815 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,791 | $1,375,655 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,219 | $1,097,742 | |
| 5 | RBRK |
Rubrik, Inc.
|
9,332 | $749,172 | |
| 6 | XYZ |
Block, Inc.
|
9,627 | $731,652 | |
| 7 | NET |
Cloudflare, Inc.
|
2,598 | $637,237 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,092 | $628,612 |
All Filings in MDB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,162 | 843 | Shares | Other | 2026-07-14 | |
| 2025-12-31 | $262,725 | 626 | Shares | Other | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||