UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MDB — MongoDB, Inc.
CIK 861177
NEW YORK, NY
Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$392,211,615
+$126,748,031 QoQ
Shares Held
1,167,644
+7.7% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#12
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $38,893,163,356 across 87 Software - Infrastructure names. MDB ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
64,375,360 | $24,013,296,782 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,778,963 | $2,993,801,957 | |
| 3 | ORCL |
Oracle Corp
|
14,680,278 | $2,151,394,734 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,026,638 | $1,519,817,849 | |
| 5 | SNPS |
Synopsys Inc
|
3,087,349 | $1,377,173,762 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,585,152 | $1,256,348,218 | |
| 7 | FTNT |
Fortinet, Inc.
|
6,312,496 | $969,725,630 | |
| 8 | NTAP |
NetApp, Inc.
|
4,444,057 | $687,762,255 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,211,615 | 1,167,644 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $265,463,584 | 1,084,543 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $484,569,869 | 1,154,590 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $398,494,393 | 1,283,892 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $365,456,718 | 1,740,353 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $223,011,269 | 1,271,444 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $265,867,384 | 1,141,993 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $226,646,836 | 838,346 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $132,675,511 | 530,787 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $110,326,983 | 307,626 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $124,436,764 | 304,358 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $109,009,186 | 315,183 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $173,240,500 | 421,520 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $98,264,738 | 421,520 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $65,010,736 | 330,272 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $48,330,492 | 243,405 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,960,520 | 246,476 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $91,749,489 | 206,834 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $107,339,999 | 202,777 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $91,643,621 | 194,362 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,735,936 | 179,066 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $45,695,494 | 170,869 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $54,999,180 | 153,184 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $33,010,774 | 142,589 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,036,870 | 137,125 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,991,227 | 146,413 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||