LMR Partners’s MongoDB MDB Stock Holding History

LMR Partners’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	$45.4M	Buy	+135,304	New	+$40.6M	0.17%	132
2026 Q1	–	Sell	-137,000	Closed	-$57.5M	–	1708
2025 Q4	$57.5M	Sell	137,000 -38,500	-22%	-$14M	0.11%	87
2025 Q3	$54.5M	Buy	175,500 +88,458	+102%	+$22.7M	0.24%	69
2025 Q2	$18.3M	Sell	87,042 -48,031	-36%	-$8.88M	0.13%	172
2025 Q1	$23.7M	Buy	135,073 +40,073	+42%	+$9.77M	0.22%	114
2024 Q4	$22.1M	Buy	+95,000	New	+$26.8M	0.19%	110
2024 Q2	–	Sell	-40,422	Closed	-$14.5M	–	1224
2024 Q1	$14.5M	Buy	+40,422	New	+$16.5M	0.15%	144
2023 Q4	–	Sell	-35,000	Closed	-$12.1M	–	1070
2023 Q3	$12.1M	Buy	35,000 +28,523	+440%	+$10.8M	0.14%	164
2023 Q2	$2.66M	Buy	+6,477	New	+$1.89M	0.03%	316
2023 Q1	–	Sell	-105,000	Closed	-$20.7M	–	1116
2022 Q4	$20.7M	Buy	+105,000	New	+$18.7M	0.36%	66
2022 Q3	–	Sell	-10,000	Closed	-$2.6M	–	1269
2022 Q2	$2.6M	Buy	+10,000	New	+$3.13M	0.04%	445
2021 Q3	–	Sell	-20,000	Closed	-$7.23M	–	1119
2021 Q2	$7.23M	Buy	+20,000	New	+$6.19M	0.11%	170

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

LMR Partners's MDB Position: Q2 2026 in Review

LMR Partners opened a new position in MongoDB (MDB) in Q2 2026: 135,304 shares worth $45.4M. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: LMR Partners previously reported a position in MDB as recently as Q4 2025.

LMR Partners first reported a position in MDB in Q2 2021 and has held it in 12 quarters since. The position peaked at $57.5M in Q4 2025. 866 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

LMR Partners held 135,304 shares of MongoDB worth $45.4M as of Q2 2026.
MongoDB was a new LMR Partners position in Q2 2026.
MongoDB made up 0.17% of LMR Partners's portfolio in Q2 2026, its #132 holding.
LMR Partners first reported a position in MongoDB in Q2 2021 and has held it in 12 quarters since.
LMR Partners's MongoDB position peaked at $57.5M in Q4 2025.
866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.