MDB

MDB

MDB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	ClearBridge Investments All Cap Growth	0.0%	0.0%	MDB, PYPL, SPLK MM	-			View
2023 Q1	Mar 31, 2025	Minotaur Global Opportunities Fund	-	-	IPX, MDB, RHM GR, TSLA, ZG	-			View
2025 Q3	Nov 7, 2025	Montaka Global Investments	-	-	DASH, FND, MC FP, MDB, SPOT, TCEHY	FreeCashFlow, global, moats, Quality, Resilience	Montaka focuses on high-quality global franchises with durable competitive advantages and strong free cash flow. The fund stresses patience through drawdowns as long-term fundamentals outweigh short-term sentiment shifts. Quality remains investable as capital concentrates in resilient business models.		View
2025 Q3	Oct 19, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	ALNY, AXON, DXCM, FICO, INSM, MDB, MPWR, TTD, WING, WYNN	Artificial Intelligence, Biotech, Data centers, industrials, reshoring	The fund notes accelerating AI investment as a major market driver, with companies like Monolithic Power Systems and MongoDB benefiting from demand for data center and software growth. Healthcare remains a focus as biotech valuations reset and M&A revives, while industrials gain from AI infrastructure buildout and aerospace recovery. Managers see cyclical tailwinds in energy and manufacturing tied to reshoring and fiscal support.	MDB US INSM US ALNY US WYNN US MPWR US	View
2025 Q3	Oct 16, 2025	Brown Advisors Mid-Cap Growth strategy	2.0%	9.4%	ALNY, CAH, CMG, CVNA, DKNG, DXCM, FIG, FIX, MDB, NTSK, OS, PSN, RBLX, TTD, VRSK, WST, ZS	Artificial Intelligence, Biotechnology, cybersecurity, Data centers, healthcare	Brown Advisory sees strong tailwinds from AI and data center infrastructure fueling select mid-cap growth opportunities, including semiconductors, software, and cybersecurity. The fund also focuses on healthcare innovation, emphasizing biotech firms and specialty drug distributors benefiting from complex therapies and new technologies. It maintains a disciplined approach, trimming overvalued AI-exposed holdings and adding positions in emerging digital security and healthcare growth names.	CVNA NTSK PSN	View
2024 Q4	Jan 7, 2025	Montaka Global Investments	-	-	GOOG, MC FP, MDB, NOW, SPGI	-			View
2025 Q4	Jan 31, 2026	Montaka Global Investments	0.0%	0.0%	0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V	AI, Cloud, geopolitics, Lithium, software, technology, value	AI is driving dramatic transformation and propelling stock prices higher. The manager sees AI as creating enormous capital investments in data centers and driving growth in LLM tokens north of 200% per annum. They believe AI will increase cloud computing TAM to $2 trillion per annum over the next 10 years. The manager sees high probability of an impending lithium supply shortage as prices have been too low to incentivize new production capacity. They added Albemarle as an asymmetric value investment, expecting a price squeeze driven by electric vehicle batteries and industrial-scale Battery Energy Storage Systems demand. Enterprise software leaders like ServiceNow and Salesforce have been sold off on AI disruption narratives. The manager believes these companies have scale advantages in R&D, customer distribution, and customer data that favor them in the AI transition, making them significantly undervalued after 2025 declines. Alternative asset managers like Blackstone and KKR declined in 2025 despite strong fundamentals. The manager sees cyclical upswing potential as M&A returns, asset realisations follow, and private wealth channel growth continues. They assess the future looks bright for these businesses.	KKR BX NOW FND ALB	View
2025 Q4	Jan 21, 2026	NCG Large Cap Growth Strategy	1.0%	15.3%	AAPL, AMD, GE, GHI, GOOGL, HOOD, KNSL, MDB, MSFT, NFLX, ORCL, PGR, ROKU, SAIA, SPOT	active management, growth, Outperformance, Quality, small caps, technology	The firm emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming high-quality names. Small cap earnings growth turned positive during 2025 and is expected to stay positive and potentially accelerate in 2026. Small caps continue to trade at a relative discount to large caps, presenting an opportunity for this discount to narrow. The firm maintains significant exposure to AI infrastructure and sees an accelerated pace of innovation happening across various industries. Their technology holdings are diversified across AI infrastructure among other areas.		View
2025 Q4	Jan 19, 2026	Artisan Mid Cap Fund	-0.4%	14.8%	ALAB, APG, ARGX, ASND, BKR, COHR, CVNA, DASH, INSM, LHX, MACOM, MDB, RBC, RBLX, SHOP, SPOT, TTAN, VEEV, WAT, WST	AI, Biotechnology, defense, growth, healthcare, industrials, mid cap, technology	AI-related capital spending remains an area of active debate entering 2026. The team continues to find compelling opportunities among companies positioned to benefit from AI investment strength and gain share of customers' AI spending based on superior technology that improves datacenter performance and efficiency. Healthcare returned as a source of market strength with the team maintaining relatively high exposure despite several years of industry headwinds. The positioning is grounded in conviction in profit cycle opportunities for biotech companies with compelling product launches. Aerospace and defense holdings appear well positioned for multiyear growth. The team believes companies are well positioned to benefit from growing investment in next-generation missile defense and national security programs requiring advanced capabilities. Holdings exposed to datacenter and AI infrastructure spending contributed to returns. Companies benefit from continued cloud growth and rising AI demand driving rapid datacenter expansion with strong long-term growth opportunities.	IRTC FERG SNOW WAT TTAN CVNA ALAB LHX SPOT VEEV MDB RBLX INSM COHR	View
2025 Q4	Jan 19, 2026	Carillon Eagle Mid Cap Growth Fund	0.0%	8.7%	ALNY, ARES, AXON, COR, CRS, CVNA, HLT, LPLA, MDB, NTRA, RBA, RBLX, RCL, ROST, TER, VEEV, VRT, VST	aerospace, AI, Biotech, consumer, growth, healthcare, mid cap, technology	AI investment cycle accelerated notably in 2025 and expected to continue driving markets early in 2026. Strong demand for AI-related semiconductor test equipment. Bottlenecks from power supply availability remain a key gating factor for new computing capacity. Production challenges at two global aircraft manufacturers led to sustained increase in high-margin aftermarket parts and services. With manufacturers resolving production issues, original equipment exposed stocks may outperform as aircraft production rates ramp up. Biotech stocks getting boost from downtick in interest rates. Continued decline in rates could set stage for prolonged period of positive returns. Recent M&A activity has picked up though remains below normal levels. Healthcare industry remains largest US sector at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Sector has underperformed recently but working off COVID excesses with improving M&A activity and favorable valuations. Consumers broadly prioritizing travel and experiences over goods. Companies offering unique experiences such as cruise vacations remain attractive despite some near-term guidance concerns and supply dynamics.	VEEV VST RCL AXON RBLX MDB ROST CRS TER NTRA	View
2024 Q2	Jul 31, 2024	PGIM Jennison Global Opportunities Fund	2.0%	23.0%	AAPL, AMD, AVGO, DIS, ETN, FICO, LLY, MC FP, MDB, NVDA, NVO	-			View
2024 Q2	Jun 30, 2024	Fidelity Growth Strategies Fund	6.3%	17.9%	ALGN, ALNY, MDB, MOH, VST	-			View
2022 Q1	Mar 31, 2022	Baron Opportunity Fund	4.0%	25.1%	ARWR, CDAY, CRWD, ILMN, MDB, MSFT, RIVN, SHOP, SWAV, TSLA, V	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 23, 2026	Fund Letters	Matthew Kamm	MongoDB, Inc.	Information Technology	Application Software	Bull	NASDAQ	AI, cloud, Databases, Developers, growth	View Pitch
Jan 22, 2026	Twitter / X	@JKeynesAlpha	MongoDB, Inc.	Information Technology	Systems Software	Bull	Nasdaq	Atlas, cybersecurity, infrastructure, Mdb, MongoDB, Revenue, Satellite, Simulation	View Pitch
Jan 20, 2026	Fund Letters	Eric Mintz	MongoDB, Inc.	Information Technology	Application Software	Bull	NASDAQ	AI, cloud, Databases, growth, Software	View Pitch
Nov 29, 2025	Fund Letters	Tom Press	MongoDB Inc.	Information Technology	Application Software	Bull	NASDAQ	cloud, Databases, Developers, FCF, growth, infrastructure, recurring revenue, Retention, SaaS, Software	View Pitch
Oct 14, 2025	Seeking Alpha	Seeking Alpha	MongoDB, Inc.		Software - Infrastructure	Bear		AI transition, database solutions, EPS growth, forward P/E, guidance, MongoDB, Overvaluation, profitability, Revenue Growth, strategic positioning	View Pitch
Aug 13, 2025	Seeking Alpha	Gary Alexander	MongoDB, Inc.	Information Technology	Software - Infrastructure	Bull	NASDAQ	—	View Pitch
Aug 13, 2025	Seeking Alpha	Amrita Roy	MongoDB, Inc.	Information Technology	Software - Infrastructure	Bull	NASDAQ	—	View Pitch
Aug 8, 2025	Seeking Alpha	Air Investor	MongoDB, Inc.	Information Technology	Software - Infrastructure	Bull	NASDAQ	—	View Pitch

BSD Shareholders of MDB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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