Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$104,833,223
-$9,479,485 QoQ
Shares Held
715,341
-7.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#165
of 3,472 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $464,039,113 across 11 Software - Infrastructure names. ORCL ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
847,829 | $316,257,173 | |
| 2 | ORCL |
Oracle Corp
This page
|
715,341 | $104,833,223 | |
| 3 | NTAP |
NetApp, Inc.
|
262,656 | $40,648,642 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,462 | $520,581 | |
| 5 | MDB |
MongoDB, Inc.
|
1,002 | $336,571 | |
| 6 | PANW |
Palo Alto Networks Inc
|
831 | $283,387 | |
| 7 | SNPS |
Synopsys Inc
|
615 | $274,333 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,356 | $258,704 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,833,223 | 715,341 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $114,312,708 | 777,056 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $108,143,279 | 554,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $173,211,497 | 615,885 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,599,633 | 53,056 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,754,142 | 55,462 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,774,269 | 58,655 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,566,240 | 67,877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,021,985 | 106,388 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,645,867 | 13,103 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $46,178 | 438 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||