Position in MDB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$37,603,332
+$34,713,334 QoQ
Shares Held
111,948
+848.1% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#11
of 242 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58%
Shared 2%
None 40%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. MDB ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,242,987 | $1,582,719,009 | |
| 2 | ORCL |
Oracle Corp
|
1,808,312 | $265,008,123 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
274,178 | $209,236,197 | |
| 4 | PANW |
Palo Alto Networks Inc
|
446,300 | $152,197,225 | |
| 5 | TWLO |
Twilio Inc
|
505,050 | $104,206,966 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
329,042 | $38,389,329 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
111,948 | $37,603,332 | |
| 8 | NET |
Cloudflare, Inc.
|
86,163 | $21,134,060 |
All Filings in MDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,603,332 | 111,948 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,889,998 | 11,807 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,198,102 | 17,151 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,196,381 | 16,742 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,375,168 | 16,073 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,936,195 | 16,740 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,394,369 | 14,580 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $6,451,090 | 23,862 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,044,390 | 40,184 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $12,435,840 | 34,675 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,674,427 | 13,879 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,203,927 | 12,155 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,735,486 | 9,089 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,337,642 | 5,738 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $980,656 | 4,982 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $790,268 | 3,980 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,127,008 | 4,343 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,703,975 | 8,350 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,074,522 | 3,919 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,426,787 | 3,026 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $894,038 | 2,473 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $655,202 | 2,450 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $866,003 | 2,412 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $519,739 | 2,245 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $257,104 | 1,883 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||