MDB

MDB

MDB

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 29, 2025 ClearBridge Investments All Cap Growth - - AAPL, ALNY, AVGO, CRWD, ETN, ICLR, JCI, LLY, MDB, META, MSFT, NFLX, NVDA, NVO, PLTR, SNPS, TGT, TMO, UNH, VRTX AI, Biotechnology, growth, healthcare, positioning, semiconductors, tariffs, technology PLTR
SNPS
ALNY
NVO
AVGO
NFLX
TGT
ICLR
PLTR
SNPS
LLY
2025 Q2 Jul 27, 2025 Carillon Eagle Mid Cap Growth Fund - - ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN AI, Biotechnology, defense, energy, growth, healthcare, mid cap, technology DXCM
FICO
WING
AXON
TTD
MPWR
MDB
INSM
ALNY
WYNN
RH
RYAN
OKTA
SRPT
BKR
VST
NET
RCL
AXON
PLTR
2026 Q1 Apr 29, 2026 Artisan Global Discovery -5.5% -5.5% ASMI, ASND, COHR, COMP, HTHT, INSM, MDB, MOD, MSI, PRS, RBC, RBLX, SE, SPOT, TWST, WING AI, Biotechnology, Data centers, defense, energy, global, mid cap, small cap
2026 Q1 Apr 18, 2026 Artisan Mid Cap Fund -5.9% -5.9% AJG, ALAB, ARES, CCCS, COHR, DASH, EW, MDB, PRS, RBLX, SITM, SMTC, TW, WAT, WING aerospace, AI, Biotechnology, Data centers, defense, energy, growth, mid cap
2026 Q1 Apr 15, 2026 Alger Mid Cap Focus Fund -7.6% -7.6% FIX, FTAI, MDB, RGEN, SE, VRT AI, Data centers, energy, growth, industrials, mid cap, technology SE
MDB
RGEN
VRT
FTAI
FIX
2024 Q1 Apr 15, 2024 ClearBridge Investments All Cap Growth 0.0% 0.0% AAPL, ABNB, ADBE, AMZN, BIIB, CRWD, CSCO, GOOGL, MDB, META, MSFT, NVDA, PODD, PYPL, SNOW, SPLK, TGT, TSLA, UNH, UNP, WDAY AI, growth, healthcare, mid cap, risk management, technology WDAY
MDB
2023 Q1 Mar 31, 2025 Minotaur Global Opportunities Fund - - BMBL, F, IPX.AX, MDB, RHM.DE, TSLA, WTC.AX, Z AI, defense, Europe, Onshoring, Shorts, technology, volatility RHM.DE
IPX.AX
2025 Q1 Mar 31, 2025 Minotaur Global Opportunities Fund - - ATI, BMBL, CRS, F, HWM, IPX.AX, MDB, RHM.DE, TSLA, WTC.AX, Z AI, China, defense, Europe, Shorting, Trump, volatility RHM.DE
IPX.AX
2025 Q1 Mar 31, 2025 AMG Frontier Small Cap Growth -14.4% -14.4% AMTM, BECN, BILL, CACI, CG, CZR, DLB, DOCN, EPRT, FTAI, INDI, LTH, MAT, MDB, PGY, TXG, UCTT, UTHR AI, Cloud, defense, healthcare, semiconductors, small caps, technology, Trade Policy
2024 Q4 Dec 31, 2024 Minotaur Global Opportunities Fund - - ACN, AMZN, BTI.AX, MDB, META, MSFT, NVDA AI, China, emerging markets, global, semiconductors, technology, Valuations
2025 Q3 Nov 7, 2025 Montaka Global Investments - - 0700.HK, AMD, AMZN, BX, CRM, DASH, FLUT.L, FND, GOOGL, KKR, MC.PA, MDB, META, MSFT, NOW, NVDA, ORCL, RIGD.NS, SPOT, U AI, First Principles, Flywheel, growth, long duration, Structural Change, technology, value
2025 Q3 Oct 24, 2025 NCG Large Cap Growth Strategy 8.4% 14.2% AAPL, APP, ARM, CRM, CYBR, GEV, HOOD, INSM, ISRG, MDB, NFLX, NOW, NVDA, ORCL, PGR, TEAM, TOST, TYL AI, growth, infrastructure, Quality, rates, small caps, technology HOOD
GEV
ORCL
MDB
APP
AAPL
NVDA
2025 Q3 Oct 19, 2025 Carillon Eagle Mid Cap Growth Fund - - ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN AI, defense, growth, healthcare, mid cap, Natural Gas, technology, Travel MDB US
INSM US
ALNY US
WYNN US
MPWR US
2025 Q3 Oct 16, 2025 Brown Advisors Mid-Cap Growth strategy 2.0% 9.4% CAH, COR, CPNG, CVNA, DKNG, FIG, FIX, HLT, LNG, MCK, MDB, MPWR, NET, NTSK, PSN, PSTG, VRT, VST, WST, ZS AI, Biotech, gaming, growth, healthcare, Mid-cap, semiconductors, technology CVNA
NTSK
PSN
2025 Q3 Oct 14, 2025 Octahedron Capital - - AAPL, AMZN, AVGO, DASH, GOOGL, HUBS, INTC, MDB, META, MSFT, NFLX, NU, NVDA, ORCL, SHOP, TEAM, TSLA, TSM, UBER, WDAY AI, Cloud, E-Commerce, growth, payments, semiconductors, software, technology
2024 Q4 Jan 7, 2025 Montaka Global Investments - - AMZN, BABA, BX, CRM, FND, GOOGL, KD, KKR, MC.PA, MDB, META, MSFT, NOW, SPGI, SPOT, UNH AI, Alternative Assets, Cloud, Concentration, Enterprise Software, growth, technology
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 KKR
BX
NOW
FND
ALB
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
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 IRTC
FERG
SNOW
WAT
TTAN
CVNA
ALAB
LHX
SPOT
VEEV
MDB
RBLX
INSM
COHR
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 VEEV
VST
RCL
AXON
RBLX
MDB
ROST
CRS
TER
NTRA
2024 Q2 Jul 31, 2024 ClearBridge Investments All Cap Growth 0.0% 0.0% AAPL, AMZN, AVGO, CRL, CRM, CRWD, EL, ELF, GOOGL, IDXX, MDB, MNST, MSFT, NKE, NVDA, SNOW, TGT, UPS, WDAY, ZTS AI, Consumer Staples, diversification, growth, Mega Cap, semiconductors, technology IDXX
ELF
2024 Q2 Jul 31, 2024 PGIM Jennison Global Opportunities Fund 2.0% 23.0% AAPL, AMD, AMZN, ATCO-A.ST, AVGO, DIS, ETN, FIS, HD, LILLY, MC.PA, MDB, META, MONC.MI, MSFT, NVDA, NVO, PANW, RACE, RMS.PA AI, global, growth, healthcare, Luxury, technology
2023 Q2 Jul 27, 2023 Carillon Eagle Mid Cap Growth Fund 0.0% 0.0% ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN AI, Biotechnology, defense, energy, growth, healthcare, mid cap, technology DXCM
FICO
ARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING
AXON
ARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING
MDB
INSM
ALNY
ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN
MPWR
2024 Q2 Jun 30, 2024 Harbor Capital Appreciation Fund 6.4% 20.9% AAPL, ADI, AMD, AMZN, AVGO, CRM, DIS, GOOG, GOOGL, LLY, LULU, MA, MDB, META, MSFT, NFLX, NKE, NVDA, SNOW, V AI, consumer, growth, large cap, semiconductors, technology
2024 Q2 Jun 30, 2024 Fidelity Growth Strategies Fund 6.3% 17.9% ALGN, ALNY, ATKR, BLDR, CAH, DXCM, EME, IDXX, IQV, MDB, MOH, ON, PLTR, PODD, PWR, RMD, SPOT, TDG, ULTA, VST AI, growth, healthcare, industrials, Mid-cap, technology, value
2023 Q1 Mar 31, 2023 Carillon Eagle Mid Cap Growth Fund 0.0% 0.0% ALNY, ARES, AXON, COR, CVNA, DXCM, FICO, HLT, INSM, MDB, MPWR, NET, RBA, RBLX, RCL, TTD, VRT, WING, WYNN AI, Data centers, defense, growth, healthcare, mid cap, Natural Gas, technology ARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING
MDB
INSM
ALNY
ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN
MPWR
2022 Q1 Mar 31, 2022 Baron Opportunity Fund 4.0% 25.1% ARWR, CDAY, CRWD, ILMN, MDB, MSFT, RIVN, SHOP, SWAV, TSLA, V -
2023 Q4 Jan 15, 2024 Vision Capital 0.0% 0.0% 0700.HK, 3690.HK, ABNB, ADBE, ADYEN.AS, AMZN, ANET, CRM, CRWD, DDOG, DLO, ESTC, FVRR, GOOGL, HUBS, JD, LULU, MA, MDB, MELI, META, MNDY, MSFT, NET, NOW, NU, NVDA, OKTA, PAYC, PLTR, PYPL, SHOP, SQ, STNE, TEAM, TSLA, TTD, V, VEEV, WDAY, WISE.L, ZS AI, Compounding, E-Commerce, growth, long-term, payments, SaaS, technology LULU
AAPL|MSFT|NFLX|NVDA|UNH

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Carillon Eagle Mid Cap Growth Fund MongoDB Information Technology Software Bull NASDAQ Cloud computing, Database Software, Digital transformation, Document Database, Enterprise software, SaaS
Apr 27, 2026 Fund Letters Carillon Eagle Mid Cap Growth Fund MongoDB Information Technology Software Bull NASDAQ Application Development, Database Software, Digital transformation, Document-Oriented, enterprise, Modern Database, Software
Apr 23, 2026 Fund Letters Alger Mid Cap Focus Fund MongoDB, Inc. Software - Infrastructure Software Bull NASDAQ AI applications, Atlas, Cloud Database, Database Software, Developer Platform, Document-Oriented, NoSQL, Usage-Based Revenue
Apr 13, 2026 Fund Letters ClearBridge Investments All Cap Growth MongoDB Inc Information Technology Systems Software Bull NASDAQ AI applications, Database Software, IT Sector, margin expansion, Modern Applications, Non-GAAP Profitability, SaaS, Vector Search
Apr 13, 2026 Fund Letters Carillon Eagle Mid Cap Growth Fund MongoDB Information Technology Systems Software Bull NASDAQ Cloud computing, Database Software, Digital transformation, Document Database, Enterprise software, Equity, SaaS
Jan 23, 2026 Fund Letters Matthew Kamm MongoDB, Inc. Information Technology Application Software Bull NASDAQ AI, cloud, Databases, Developers, growth
Jan 22, 2026 Twitter / X @JKeynesAlpha MongoDB, Inc. Information Technology Systems Software Bull Nasdaq Atlas, cybersecurity, infrastructure, Mdb, MongoDB, Revenue, Satellite, Simulation
Jan 20, 2026 Fund Letters Eric Mintz MongoDB, Inc. Information Technology Application Software Bull NASDAQ AI, cloud, Databases, growth, Software
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
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
Aug 13, 2025 Seeking Alpha Gary Alexander MongoDB, Inc. Information Technology Software - Infrastructure Bull NASDAQ
Aug 13, 2025 Seeking Alpha Amrita Roy MongoDB, Inc. Information Technology Software - Infrastructure Bull NASDAQ
Aug 8, 2025 Seeking Alpha Air Investor MongoDB, Inc. Information Technology Software - Infrastructure Bull NASDAQ

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.