Position in MDB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,420
+$3,343 QoQ
Shares Held
34
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 867 holders
Holding Since
Jun 2024
8 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, 2026LRI Investments, LLC holds $23,438,105 across 50 Software - Infrastructure names. MDB ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,986 | $20,137,857 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,108 | $1,059,889 | |
| 3 | ORCL |
Oracle Corp
|
5,894 | $863,764 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,769 | $206,388 | |
| 5 | TWLO |
Twilio Inc
|
831 | $171,460 | |
| 6 | SNPS |
Synopsys Inc
|
377 | $168,168 | |
| 7 | TOST |
Toast, Inc.
|
5,400 | $150,228 | |
| 8 | AKAM |
Akamai Technologies Inc
|
907 | $107,216 |
All Filings in MDB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,420 | 34 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,077 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,751 | 28 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,138 | 23 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $5,788 | 33 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,682 | 33 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,921 | 33 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $26,495 | 106 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||