MDB
Mongodb Inc
2 super-investors hold MDB worth a combined $390M. The largest position: Jeffrey Ubben et al at 4.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #647 of 724 scored stocks.
Why super-investors own MDB
Interest in MDB within this cohort is thin and fading. Only two of roughly 80 tracked super-investors hold the stock, with combined exposure of $390M concentrated almost entirely in Jeffrey Ubben's position, which at 4.4% of his portfolio represents the only meaningful conviction bet. Joel Greenblatt's stake is negligible at 0.1%. The ownership trajectory tells a cautionary story: the cohort peaked at three holders two quarters ago before contracting back to one, and this quarter Ubben trimmed — the sole portfolio move recorded. No new positions were started and no one added. With cohort count flat at two and the largest holder reducing, super-investor interest in MDB appears to be contracting rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jeffrey Ubben et al | 4.4% | 4q | $254M | 1,037,800 |
| 2 | Joel Greenblatt | 0.1% | 31q | $136M | 557,057 |
Owners of MDB also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Jeffrey Ubben et al | TRIM | 4.4% | -26% | $254M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 60937P106. Not investment advice.