Altshuler Shaham Ltd MDB MongoDB Inc

Ownership history in Altshuler Shaham Ltd  ·  7 quarters on record

AI Ownership Summary

Altshuler Shaham Ltd reported MongoDB Inc (MDB) in 7 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q3. The latest visible filing shows MDB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altshuler Shaham Ltd's position in MongoDB Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altshuler Shaham Ltd held MDB — position size vs. price
% of Fund (quarterly)    MDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.6% -41.7% 1,494 -402,280 -99.6% 0.01% $627K 2026-02-14 (Est.) $368.40
2025 Q3 ADDED 403,774 +394,592 +4297.5% 2.07% $125.3M 2025-11-13 $351.14
2025 Q2 REDUCED 7.9% +51.0% 9,182 -790 -7.9% 0.06% $1.9M 2025-08-14 $204.37
2025 Q1 ADDED 9,972 +4,767 +91.6% 0.04% $1.7M 2025-05-15 $190.50
2024 Q4 ADDED 5,205 +5,190 +34600.0% 0.04% $1.2M 2025-02-13 $292.97
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Altshuler Shaham Ltd and MDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altshuler Shaham Ltd reported owning MDB?

Altshuler Shaham Ltd reported MDB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MDB position in Altshuler Shaham Ltd's portfolio?

The largest reported portfolio weight for MDB was 2.07% in 2025 Q3.

What is the latest reported MDB position on this page?

The most recent filing on this page is 2025 Q4, when Altshuler Shaham Ltd reported 1,494 shares, equal to 0.01% of portfolio, with an estimated market value of $627K.

What does the chart on this MDB ownership page compare?

The chart compares Altshuler Shaham Ltd's quarterly MDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altshuler Shaham Ltd time their MDB position?

Based on 13F filing dates vs. subsequent MDB price moves, Altshuler Shaham Ltd correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MDB relative to SPY over the holding period was +11.1%.

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