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Berkshire Capital Holdings’s MongoDB MDB Stock Holding History

Berkshire Capital Holdings’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45K Sell
10
-24,880
-100% -$8.32M ﹤0.01% 56
2025
Q4 		$10.4M Buy
24,890
+24,880
+248,800% +$9.05M 3.46% 12
2025
Q3 		$3.1K Hold
10
– – ﹤0.01% 43
2025
Q2 		$2.1K Hold
10
– – ﹤0.01% 55
2025
Q1 		$1.75K Hold
10
– – ﹤0.01% 47
2024
Q4 		$2.33K Hold
10
– – ﹤0.01% 49
2024
Q3 		$2.7K Hold
10
– – ﹤0.01% 43
2024
Q2 		$2.5K Hold
10
– – ﹤0.01% 43
2024
Q1 		$3.59K Hold
10
– – ﹤0.01% 35
2023
Q4 		$4.09K Sell
10
-40,620
-100% -$15.4M ﹤0.01% 34
2023
Q3 		$14.1M Buy
40,630
+90
+0.2% +$34.2K 6.89% 4
2023
Q2 		$16.7M Sell
40,540
-250
-0.6% -$72.9K 6.87% 4
2023
Q1 		$9.51M Sell
40,790
-34,250
-46% -$7.19M 4.25% 11
2022
Q4 		$14.8M Buy
75,040
+14,220
+23% +$2.53M 7.84% 1
2022
Q3 		$12.1M Sell
60,820
-18,580
-23% -$5.42M 4.85% 9
2022
Q2 		$20.6M Buy
79,400
+6,740
+9% +$2.11M 7.92% 3
2022
Q1 		$32.2M Buy
72,660
+16,990
+31% +$6.64M 6.58% 2
2021
Q4 		$29.5M Sell
55,670
-33,820
-38% -$17.3M 3.94% 12
2021
Q3 		$42.2M Buy
89,490
+25,480
+40% +$10.3M 5.67% 3
2021
Q2 		$23.1M Buy
64,010
+64,000
+640,000% +$19.8M 2.71% 17
2021
Q1 		$3K Hold
10
– – ﹤0.01% 42
2020
Q4 		$4K Hold
10
– – ﹤0.01% 39
2020
Q3 		$2K Hold
10
– – ﹤0.01% 43
2020
Q2 		$2K Hold
10
– – ﹤0.01% 37
2020
Q1 		$1K Hold
10
– – ﹤0.01% 34
2019
Q4 		$1K Hold
10
– – ﹤0.01% 36
2019
Q3 		$1.21K Hold
10
– – ﹤0.01% 31
2019
Q2 		$2K Sell
10
-71,330
-100% -$10.4M ﹤0.01% 31
2019
Q1 		$10.5M Buy
+71,340
New +$7.32M 4.51% 13

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Berkshire Capital Holdings's MDB Position: Q1 2026 in Review

Berkshire Capital Holdings reduced its MongoDB (MDB) stake by 100% in Q1 2026, selling an estimated $8.32M and leaving 10 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

Berkshire Capital Holdings first reported a position in MDB in Q1 2019 and has held it in 29 quarters since. The position peaked at $42.2M in Q3 2021. 815 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of MongoDB worth $2.45K as of Q1 2026.
  • Berkshire Capital Holdings sold 24,880 MongoDB shares in Q1 2026, an estimated $8.32M.
  • MongoDB made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #56 holding.
  • Berkshire Capital Holdings first reported a position in MongoDB in Q1 2019 and has held it in 29 quarters since.
  • Berkshire Capital Holdings's MongoDB position peaked at $42.2M in Q3 2021.
  • 815 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.