Position in MDB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$879,948
+$38,028 QoQ
Shares Held
3,595
-25.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Derivatives in MDB
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$1,164,050
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jefferies Financial Group Inc. holds $151,722,494 across 34 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
125,660 | $46,873,693 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
267,696 | $31,232,092 | |
| 3 | NET |
Cloudflare, Inc.
|
48,132 | $11,805,816 | |
| 4 | GDDY |
GoDaddy Inc.
|
101,740 | $8,635,691 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,335 | $6,934,641 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
210,635 | $5,390,149 | |
| 7 | XYZ |
Block, Inc.
|
59,488 | $4,521,088 | |
| 8 | ORCL |
Oracle Corp
|
29,808 | $4,368,362 |
All Filings in MDB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $879,948 | 3,595 | Shares | Defined | 2026-05-08 | |
| 2025-03-31 | $841,920 | 4,800 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,943,416 | 12,643 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $1,164,050 | 5,000 | Put | Defined | 2025-02-27 | |
| 2024-09-30 | $1,622,100 | 6,000 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,081,400 | 4,000 | Call | Defined | 2024-11-14 | |
| 2023-12-31 | $558,897 | 1,367 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $228,613 | 661 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,389,845 | 8,248 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $512,177 | 2,602 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $1,476,300 | 7,500 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||