LongMDBJun 2026
MongoDB
Artemis recycled some profits from Advanced Micro Devices into MongoDB after the database software company's shares fell on fears that AI could disrupt its business. The team…
MDB
Which hedge funds are long MDB?
1 published idea on MongoDB across 1 fund — 1 long and 0 short.
MongoDB hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on MongoDB: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.