Symmetry Peak Management’s MongoDB MDB Stock Holding History

Symmetry Peak 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	–	Sell	-720	Closed	-$302K	–	139
2025 Q4	$302K	Buy	+720	New	+$262K	6.38%	43
2025 Q3	–	Hold	0	–	–	–	187
2025 Q2	–	Hold	0	–	–	–	132
2023 Q4	–	Sell	-500	Closed	-$173K	–	202
2023 Q3	$173K	Sell	500 -4,077	-89%	-$1.55M	1.08%	81
2023 Q2	$1.88M	Buy	+4,577	New	+$1.33M	3.96%	31
2022 Q4	–	Hold	0	–	–	–	179
2022 Q3	–	Hold	0	–	–	–	85
2020 Q4	–	Hold	0	–	–	–	113
2020 Q3	–	Hold	0	–	–	–	111
2019 Q3	–	Hold	0	–	–	–	155
2019 Q2	–	Hold	0	–	–	–	208
2019 Q1	–	Hold	0	–	–	–	191
2018 Q4	–	Hold	0	–	–	–	108

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