Position in MDB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,502,398
-$655,647 QoQ
Shares Held
6,138
+19.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $71,156,191 across 92 Software - Infrastructure names. MDB ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,974 | $29,233,805 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,199 | $12,376,543 | |
| 3 | ORCL |
Oracle Corp
|
75,395 | $11,091,358 | |
| 4 | TOST |
Toast, Inc.
|
189,984 | $5,036,475 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
25,519 | $3,732,919 | |
| 6 | AIOT |
Powerfleet, Inc.
|
653,539 | $2,012,900 | |
| 7 | NTNX |
Nutanix, Inc.
|
42,069 | $1,599,042 | |
| 8 | MDB |
MongoDB, Inc.
This page
|
6,138 | $1,502,398 |
All Filings in MDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,502,398 | 6,138 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,158,045 | 5,142 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,598,767 | 5,151 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $967,843 | 4,609 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $808,243 | 4,608 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,072,555 | 4,607 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,277,944 | 4,727 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,998 | 40 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,345 | 40 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $16,354 | 40 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||