MDB β€” MONGODB INC

Ownership history in Caption Management, LLC  Β·  23 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in MONGODB INC (MDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.39% (2023 Q4)
πŸ“Š Avg. % of fund
0.14%
πŸ“… First filed
2018 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
23

Position Intelligence

Caption Management, LLC Γ— MDB AI Analytics

πŸ“ˆ Caption Management, LLC outperformed the S&P 500 by +3.5% annually on this MDB position. Timing score: 33% (6/18 decisions correct). Average cost basis: $281.23. Maximum drawdown during holding period: –57.1%.

πŸ“ˆ Position Alpha vs SPY
+3.5%
annualised excess return

βœ… Outperformed SPY on this position by 3.5% ann.
20 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 18 add/trim decisions correct

πŸ’° Entry Quality
$281.23
+10.4% vs current ($310.38)

Best entry: $175.40 (2025 Q1)  Β·  Worst: $408.85 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–57.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

12 adds Β· 9 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MDB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,600 -51,400 -73.4% 0.05% $5.8M $310.38
2025 Q3 UNCHANGED 70,000 β€” 0% 0.17% $21.7M $310.38
2025 Q2 ADDED 70,000 +45,200 +182.3% 0.16% $14.7M $209.99
2025 Q2 ADDED 24,800 +2,000 +8.8% 0.06% $5.2M $209.99
2025 Q1 REDUCED 22,800 -47,200 -67.4% 0.04% $4.0M $175.40
2025 Q1 ADDED 70,000 +53,200 +316.7% 0.12% $12.3M $175.40
2024 Q4 REDUCED 16,800 -53,200 -76.0% 0.04% $3.9M $232.81
2024 Q4 ADDED 70,000 +53,200 +316.7% 0.15% $16.3M $232.81
2024 Q3 REDUCED 16,800 -53,200 -76.0% 0.07% $4.5M $270.35
2024 Q3 ADDED 70,000 +51,800 +284.6% 0.30% $18.9M $270.35
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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