Light Street Capital Management’s MongoDB MDB Stock Holding History

Light Street 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
2026 Q2	$16.8M	Buy	+50,000	New	+$15M	1.86%	20
2025 Q4	–	Sell	-68,500	Closed	-$21.3M	–	29
2025 Q3	$21.3M	Buy	+68,500	New	+$17.6M	3.58%	13
2019 Q2	–	Sell	-589,000	Closed	-$86.6M	–	31
2019 Q1	$86.6M	Buy	589,000 +75,450	+15%	+$7.74M	5.79%	7
2018 Q4	$43M	Buy	+513,550	New	+$39.5M	3.28%	14

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Light Street Capital Management's MDB Position: Q2 2026 in Review

Light Street Capital Management opened a new position in MongoDB (MDB) in Q2 2026: 50,000 shares worth $16.8M. The stake represents 1.86% of the portfolio and ranks #20 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in MDB as recently as Q3 2025.

Light Street Capital Management first reported a position in MDB in Q4 2018 and has held it in 4 quarters since. The position peaked at $86.6M in Q1 2019. 869 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Light Street Capital Management held 50,000 shares of MongoDB worth $16.8M as of Q2 2026.
MongoDB was a new Light Street Capital Management position in Q2 2026.
MongoDB made up 1.86% of Light Street Capital Management's portfolio in Q2 2026, its #20 holding.
Light Street Capital Management first reported a position in MongoDB in Q4 2018 and has held it in 4 quarters since.
Light Street Capital Management's MongoDB position peaked at $86.6M in Q1 2019.
869 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.