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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
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