Bluebird Wealth Management LLC

Position in MDB — MongoDB, Inc.

CIK 2104503 MEDFIELD, MA

Position in MDB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,484,342

-$318,226 QoQ

Shares Held

4,419

+2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#392

of 867 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bluebird Wealth Management LLC holds $10,790,281 across 5 Software - Infrastructure names. MDB ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	24,796	$4,730,704
2	MSFT	Microsoft Corp	7,828	$2,920,000
3	MDB	MongoDB, Inc. This page	4,419	$1,484,342
4	ORCL	Oracle Corp	9,123	$1,336,975
5	TOST	Toast, Inc.	11,440	$318,260

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,484,342	4,419	+2.9%	Shares	Sole	2026-08-05
2025-12-31	$1,802,568	4,295	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.