MDB (MONGODB INC) is held by 2 tracked superinvestors with an aggregate position value of $266M based on the most recent SEC 13F filings. Top institutional holders include: Mason Morfit, Ray Dalio.

How much MDB do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $266M in MDB positions worth 1,087,294 shares.

What is the largest holder of MDB?

The largest tracked holder of MDB is Mason Morfit (ValueAct Capital) with 1,037,800 shares worth $254M, representing 4.45% of their portfolio.

← Top Holdings

MDBMONGODB INC

CUSIP: 60937P106

Guru Owners

$266.1M

Total Value Held

1.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mason Morfit	ValueAct Capital	1037800	$254.0M	4.45%	$244.77	Q1 2026
Ray Dalio	Bridgewater Associates	49494	$12.1M	0.05%	$244.77	Q1 2026

Mason Morfit

$254.0M

4.45%

Ray Dalio

$12.1M

0.05%

📊 Fundamentals

Market Cap$29.1B

Forward P/E49.2x

P/FCF56.1x

EPS (TTM)$-0.36

Revenue (TTM)$2.6B

Profit Margin-1.12%

Beta1.55

52-Week Range

$198.47

$444.72

Current: $361.32

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $266.1M

REDUCEDMason Morfit$254.0M

REDUCEDRay Dalio$12.1M

Q4 '252 owners · $590.7M

REDUCEDMason Morfit$590.4M

NEWRay Dalio$235K

SOLDChase Coleman

SOLDLee Ainslie

SOLDStanley Druckenmiller

Q3 '254 owners · $521.0M

REDUCEDMason Morfit$367.2M

NEWChase Coleman$105.8M

NEWLee Ainslie$42.5M

NEWStanley Druckenmiller$5.5M

Q2 '251 owners · $145.0M

NEWMason Morfit$145.0M

SOLDLee Ainslie

Q1 '251 owners · $27.2M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

18%analyst est. 17.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

19.9%current: 19.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MDB: Held by 2 superinvestors · 5 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

SELLRo KhannaD

$1,001 - $15,0002025-08-19

SELLRo KhannaD

$1,001 - $15,0002025-03-19

SELLJosh GottheimerD

$1,001 - $15,0002024-10-17