Dorsal Capital Management’s MongoDB MDB Stock Holding History

Dorsal Capital Management’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
2024 Q1	–	Sell	-160,000	Closed	-$65.4M	–	29
2023 Q4	$65.4M	Sell	160,000 -40,000	-20%	-$15.2M	2.02%	18
2023 Q3	$69.2M	Sell	200,000 -90,000	-31%	-$34.2M	2.36%	17
2023 Q2	$119M	Sell	290,000 -395,000	-58%	-$115M	4.11%	10
2023 Q1	$160M	Buy	685,000 +285,000	+71%	+$59.8M	5.11%	9
2022 Q4	$78.7M	Buy	400,000 +200,000	+100%	+$35.6M	4.67%	11
2022 Q3	$39.7M	Buy	+200,000	New	+$58.4M	2.47%	16

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dorsal Capital Management's MDB Position: Q1 2024 in Review

Dorsal Capital Management sold out of MongoDB (MDB) in Q1 2024, closing a stake of 160,000 shares — an estimated $65.4M sold.

Dorsal Capital Management first reported a position in MDB in Q3 2022 and held it in 6 quarters. The position peaked at $160M in Q1 2023. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

Dorsal Capital Management reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
Dorsal Capital Management sold 160,000 MongoDB shares in Q1 2024, an estimated $65.4M.
Dorsal Capital Management first reported a position in MongoDB in Q3 2022 and held it in 6 quarters.
Dorsal Capital Management's MongoDB position peaked at $160M in Q1 2023.
737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Dorsal Capital Management's 13F filing for Q1 2024, filed 15 May 2024.