SEC 13F Intelligence

Night Owl Capital Management, LLC / MDB

Night Owl Capital Management, LLC’s Mongodb Inc Position

Does Night Owl Capital Management, LLC own Mongodb Inc (MDB)? Not currently — the last reported position was 23.3K shares worth $8M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q1 2024
Shares
23.3K
% of Portfolio
+1.27%
Quarters Held
5
position exited

Position History MDB

Reported value by quarter
Q1 ’23: $9MQ1 ’23Q2 ’23: $16MQ2 ’23Q3 ’23: $13MQ3 ’23Q4 ’23: $16MQ4 ’23Q1 ’24: $8MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202423.3K$8M+1.27%
Q4 202338.0K$16M+3.10%
Q3 202337.8K$13M+3.24%
Q2 202338.0K$16M+3.99%
Q1 202339.2K$9M+3.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of MDB.