Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,364,513
+$4,761,336 QoQ
Shares Held
357,315
+10.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#262
of 3,487 holders
Holding Since
Mar 2020
26 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, 2026&PARTNERS holds $845,354,774 across 38 Software - Infrastructure names. ORCL ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,521,203 | $567,439,143 | |
| 2 | PANW |
Palo Alto Networks Inc
|
213,317 | $72,745,363 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
450,237 | $52,529,150 | |
| 4 | ORCL |
Oracle Corp
This page
|
357,315 | $52,364,513 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
252,612 | $48,194,580 | |
| 6 | NET |
Cloudflare, Inc.
|
32,877 | $8,064,070 | |
| 7 | SNPS |
Synopsys Inc
|
14,965 | $6,675,437 | |
| 8 | FTNT |
Fortinet, Inc.
|
34,371 | $5,280,073 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,364,513 | 357,315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,603,177 | 323,589 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,766,230 | 270,721 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $65,581,793 | 233,188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,822,990 | 173,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,085,323 | 136,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,696,361 | 130,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,995,726 | 76,266 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,297,845 | 30,438 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,938,539 | 15,433 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,312,498 | 12,449 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $207,709 | 1,961 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $281,171 | 2,361 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $221,242 | 2,381 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $205,249 | 2,511 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $239,455 | 3,921 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $273,960 | 3,921 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $324,384 | 3,921 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $363,752 | 4,171 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $337,280 | 3,871 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $301,318 | 3,871 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $285,662 | 4,071 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $263,352 | 4,071 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $243,038 | 4,071 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $249,322 | 4,511 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $218,016 | 4,511 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||