Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,626,410
-$11,694,744 QoQ
Shares Held
1,846,649
-3.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#86
of 3,472 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $3,805,832,260 across 22 Software - Infrastructure names. ORCL ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,579,943 | $2,454,450,337 | |
| 2 | ORCL |
Oracle Corp
This page
|
1,846,649 | $270,626,410 | |
| 3 | PANW |
Palo Alto Networks Inc
|
768,300 | $262,005,666 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,047,700 | $238,905,159 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
897,600 | $171,248,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
504,990 | $77,576,563 | |
| 7 | SNPS |
Synopsys Inc
|
170,761 | $76,171,359 | |
| 8 | XYZ |
Block, Inc.
|
476,900 | $36,244,400 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,626,410 | 1,846,649 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $282,321,154 | 1,919,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,504,309 | 1,870,116 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $440,707,579 | 1,567,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $359,584,259 | 1,644,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,780,150 | 1,779,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,247,394 | 1,447,716 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $262,691,366 | 1,541,616 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,851,179 | 1,479,116 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,447,559 | 1,755,016 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $183,797,805 | 1,743,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $165,787,678 | 1,565,216 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $182,590,693 | 1,533,216 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $142,996,074 | 1,538,916 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $127,769,101 | 1,563,116 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,512,909 | 1,547,616 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,545,995 | 1,639,416 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $136,108,719 | 1,645,216 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $128,086,722 | 1,468,716 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $153,742,279 | 1,764,516 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $109,747,861 | 1,409,916 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $143,316,330 | 2,042,416 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $135,908,256 | 2,100,916 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $129,961,885 | 2,176,916 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $112,254,254 | 2,031,016 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $119,209,038 | 2,466,564 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||