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SRS Investment Management’s MongoDB MDB Stock Holding History

SRS Investment 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 		$248M Buy
738,611
+211,669
+40% +$63.5M 2.29% 15
2026
Q1 		$129M Buy
526,942
+1,333
+0.3% +$446K 1.36% 19
2025
Q4 		$221M Sell
525,609
-14,118
-3% -$5.14M 2.32% 14
2025
Q3 		$168M Sell
539,727
-856,991
-61% -$220M 1.82% 13
2025
Q2 		$293M Hold
1,396,718
– – 3.04% 9
2025
Q1 		$245M Buy
+1,396,718
New +$340M 3.29% 10
2022
Q3 		– Sell
-202,254
Closed -$52.5M – 25
2022
Q2 		$52.5M Hold
202,254
– – 1.03% 12
2022
Q1 		$89.7M Hold
202,254
– – 0.99% 18
2021
Q4 		$107M Sell
202,254
-79,490
-28% -$40.7M 1.27% 15
2021
Q3 		$133M Sell
281,744
-47,885
-15% -$19.3M 1.87% 13
2021
Q2 		$119M Sell
329,629
-18,670
-5% -$5.77M 1.77% 12
2021
Q1 		$93.1M Sell
348,299
-148,960
-30% -$52.8M 1.47% 14
2020
Q4 		$179M Buy
+497,259
New +$139M 2.95% 11

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SRS Investment Management's MDB Position: Q2 2026 in Review

SRS Investment Management increased its MongoDB (MDB) stake by 40% in Q2 2026, buying an estimated $63.5M and bringing the position to 738,611 shares worth $248M. The position accounts for 2.29% of the portfolio, ranked #15.

SRS Investment Management first reported a position in MDB in Q4 2020 and has held it in 13 quarters since. The position peaked at $293M in Q2 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • SRS Investment Management held 738,611 shares of MongoDB worth $248M as of Q2 2026.
  • SRS Investment Management bought 211,669 MongoDB shares in Q2 2026, an estimated $63.5M.
  • MongoDB made up 2.29% of SRS Investment Management's portfolio in Q2 2026, its #15 holding.
  • SRS Investment Management first reported a position in MongoDB in Q4 2020 and has held it in 13 quarters since.
  • SRS Investment Management's MongoDB position peaked at $293M in Q2 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on SRS Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.