Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523,807,656
-$215,310,791 QoQ
Shares Held
3,574,259
-28.9% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
#60
of 3,472 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,355,870,904 across 10 Software - Infrastructure names. ORCL ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,098,613 | $782,824,621 | |
| 2 | ORCL |
Oracle Corp
This page
|
3,574,259 | $523,807,656 | |
| 3 | SNPS |
Synopsys Inc
|
41,267 | $18,407,970 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
101,350 | $15,914,990 | |
| 5 | DLO |
dLocal Ltd
|
456,087 | $5,926,850 | |
| 6 | RXT |
Rackspace Technology, Inc.
|
709,189 | $4,631,004 | |
| 7 | FIVN |
Five9, Inc.
|
117,256 | $2,499,897 | |
| 8 | TWLO |
Twilio Inc
|
5,572 | $1,149,670 |
All Filings in ORCL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,807,656 | 3,574,259 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $739,118,447 | 5,024,257 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,400,525,025 | 7,185,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,612,336,551 | 9,288,638 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,619,887,890 | 11,983,204 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,762,878,410 | 12,609,101 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,787,002,533 | 10,723,731 | Shares | Sole | 2025-02-10 | |
| 2022-03-31 | $348,789 | 4,216 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $367,677 | 4,216 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $367,340 | 4,216 | Shares | Sole | 2021-11-10 | |
| 2020-12-31 | $774,209 | 11,968 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,666,725 | 614,183 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,737,304 | 501,851 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,348,158 | 317,570 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||