Position in ORCL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,924,887
-$2,540,840 QoQ
Shares Held
95,018
-15.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#536
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 16%
None 2%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$73,555
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names. ORCL ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,967 | $100,703,089 | |
| 2 | PANW |
Palo Alto Networks Inc
|
59,279 | $20,215,323 | |
| 3 | ORCL |
Oracle Corp
This page
|
95,018 | $13,924,887 | |
| 4 | NTAP |
NetApp, Inc.
|
29,337 | $4,540,193 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
35,526 | $4,144,817 | |
| 6 | FTNT |
Fortinet, Inc.
|
15,865 | $2,437,180 | |
| 7 | TWLO |
Twilio Inc
|
10,546 | $2,175,955 | |
| 8 | FFIV |
F5, Inc.
|
3,147 | $1,309,025 |
All Filings in ORCL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,924,887 | 95,018 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $73,555 | 500 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $16,465,727 | 111,928 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $292,365 | 1,500 | Call | Sole | 2026-01-27 | |
| 2025-12-31 | $14,655,087 | 75,189 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $21,263,711 | 75,607 | Shares | Sole | 2025-10-28 | |
| 2025-09-30 | $421,860 | 1,500 | Call | Sole | 2025-10-28 | |
| 2025-06-30 | $327,945 | 1,500 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $17,024,936 | 77,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,275,596 | 87,802 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $17,377,551 | 104,282 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,995,262 | 105,606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,640,723 | 110,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,672,126 | 116,807 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,418,166 | 89,331 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $10,138,344 | 95,717 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $11,414,419 | 95,847 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,537,524 | 167,214 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,558,294 | 165,871 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $10,010,654 | 163,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,419,203 | 163,435 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,967,927 | 156,750 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,913,882 | 148,078 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $12,250,042 | 140,595 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,839,053 | 126,401 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,590,407 | 150,925 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,299,706 | 97,383 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,837,048 | 97,773 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,931,631 | 71,135 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,851,272 | 79,687 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||