Position in ORCL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$125,758,599
-$38,687,549 QoQ
Shares Held
854,861
+1.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82.7923858355154.ToString("F0")%
Shared 0.38957359399348346.ToString("F0")%
None 16.818040570491114.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,139,474,748 across 33 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,998,974 | $1,480,300,203 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
946,745 | $138,489,857 | |
| 3 | ORCL |
Oracle Corp
This page
|
854,861 | $125,758,599 | |
| 4 | PANW |
Palo Alto Networks Inc
|
499,031 | $80,004,648 | |
| 5 | NET |
Cloudflare, Inc.
|
268,901 | $55,485,031 | |
| 6 | MDB |
MongoDB, Inc.
|
171,683 | $42,022,846 | |
| 7 | SNPS |
Synopsys Inc
|
84,630 | $33,554,100 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
688,550 | $30,110,291 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,758,599 | 854,861 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $164,446,148 | 843,703 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $267,090,814 | 949,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $295,011,449 | 1,349,364 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $189,489,523 | 1,355,336 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $218,166,251 | 1,309,207 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $207,389,579 | 1,217,075 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $186,137,181 | 1,318,252 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $160,897,491 | 1,280,929 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $168,641,608 | 1,599,560 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $158,673,772 | 1,498,053 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $157,888,687 | 1,325,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92,240,010 | 992,682 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $93,801,389 | 1,147,558 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $62,946,924 | 1,030,734 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $30,526,831 | 436,909 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $34,353,467 | 415,248 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $33,947,451 | 389,261 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $44,011,105 | 505,120 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $44,504,864 | 571,748 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $43,001,509 | 612,819 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $39,811,390 | 615,418 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $36,374,195 | 609,283 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $40,641,578 | 735,328 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,790,197 | 761,229 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||