Position in MDB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$178,027
+$170,684 QoQ
Shares Held
530
+1666.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#682
of 867 holders
Holding Since
Jun 2023
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,468,126 across 36 Software - Infrastructure names. MDB ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,805 | $5,895,581 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,805 | $1,979,621 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,180 | $1,942,191 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,454 | $1,453,008 | |
| 5 | ORCL |
Oracle Corp
|
6,186 | $906,558 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,921 | $390,296 | |
| 7 | NET |
Cloudflare, Inc.
|
824 | $202,110 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
530 | $178,027 |
All Filings in MDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,027 | 530 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,343 | 30 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,590 | 30 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,311 | 30 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $175 | 1 | Shares | Sole | 2025-04-23 | |
| 2023-06-30 | $18,494 | 45 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||