Telemark Asset Management’s MongoDB MDB Stock Holding History

Telemark Asset 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	-40,000	Closed	-$16.8M	–	60
2025 Q4	$16.8M	Buy	+40,000	New	+$14.6M	1.68%	20
2024 Q2	–	Sell	-20,000	Closed	-$7.17M	–	68
2024 Q1	$7.17M	Hold	20,000	–	–	0.74%	41
2023 Q4	$8.18M	Buy	20,000 +10,000	+100%	+$3.79M	1.22%	32
2023 Q3	$3.46M	Sell	10,000 -10,000	-50%	-$3.8M	0.52%	44
2023 Q2	$8.22M	Buy	+20,000	New	+$5.83M	1.12%	29
2022 Q3	–	Sell	-50,000	Closed	-$13M	–	41
2022 Q2	$13M	Buy	50,000 +30,000	+150%	+$9.38M	2.19%	22
2022 Q1	$8.87M	Sell	20,000 -15,000	-43%	-$5.86M	0.78%	44
2021 Q4	$18.5M	Sell	35,000 -5,000	-13%	-$2.56M	1.33%	32
2021 Q3	$18.9M	Buy	+40,000	New	+$16.1M	1.36%	29

Other funds holding MDB

BlackRock New York $5.72T 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Telemark Asset Management's MDB Position: Q1 2026 in Review

Telemark Asset Management sold out of MongoDB (MDB) in Q1 2026, closing a stake of 40,000 shares — an estimated $16.8M sold.

Telemark Asset Management first reported a position in MDB in Q3 2021 and held it in 9 quarters. The position peaked at $18.9M in Q3 2021. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Telemark Asset Management reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
Telemark Asset Management sold 40,000 MongoDB shares in Q1 2026, an estimated $16.8M.
Telemark Asset Management first reported a position in MongoDB in Q3 2021 and held it in 9 quarters.
Telemark Asset Management's MongoDB position peaked at $18.9M in Q3 2021.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.