Polar Capital Holdings’s MongoDB MDB Stock Holding History

Polar 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	$81M	Sell	330,791 -100,416	-23%	-$33.6M	0.29%	75
2025 Q4	$181M	Buy	431,207 +379,289	+731%	+$138M	0.7%	32
2025 Q3	$16.1M	Buy	+51,918	New	+$13.3M	0.08%	171
2024 Q4	–	Sell	-214,125	Closed	-$57.9M	–	316
2024 Q3	$57.9M	Buy	214,125 +139,689	+188%	+$36.3M	0.28%	77
2024 Q2	$18.6M	Sell	74,436 -161,487	-68%	-$51M	0.11%	141
2024 Q1	$84.6M	Sell	235,923 -112,556	-32%	-$46M	0.44%	57
2023 Q4	$142M	Buy	348,479 +100,220	+40%	+$38M	0.87%	20
2023 Q3	$85.9M	Buy	248,259 +38,747	+18%	+$14.7M	0.64%	43
2023 Q2	$86.1M	Buy	209,512 +43,051	+26%	+$12.6M	0.43%	56
2023 Q1	$38.8M	Sell	166,461 -94,305	-36%	-$19.8M	0.25%	101
2022 Q4	$51.3M	Buy	260,766 +117,881	+83%	+$21M	0.41%	81
2022 Q3	$28.4K	Sell	142,885 -177,691	-55%	-$51.9M	0.18%	112
2022 Q2	$83.2K	Buy	320,576 +144,640	+82%	+$45.2M	0.49%	48
2022 Q1	$78K	Sell	175,936 -64,530	-27%	-$25.2M	0.35%	67
2021 Q4	$127K	Buy	+240,466	New	+$123M	0.48%	39

Other funds holding MDB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $61.3B AUM 26.25% 1-Year Est. Return