Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,983,847
-$78 QoQ
Shares Held
13,537
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,328
of 3,472 holders
Holding Since
Jun 2024
9 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, 2026Allen Investment Management, LLC holds $606,065,122 across 7 Software - Infrastructure names. ORCL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
957,008 | $356,983,124 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
522,280 | $99,643,189 | |
| 3 | NET |
Cloudflare, Inc.
|
328,347 | $80,536,952 | |
| 4 | PANW |
Palo Alto Networks Inc
|
161,489 | $55,070,978 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
99,699 | $11,631,882 | |
| 6 | ORCL |
Oracle Corp
This page
|
13,537 | $1,983,847 | |
| 7 | RBRK |
Rubrik, Inc.
|
2,680 | $215,150 |
All Filings in ORCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,983,847 | 13,537 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,983,925 | 13,486 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,566,185 | 13,166 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,813,716 | 6,449 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,409,944 | 6,449 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $901,634 | 6,449 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,074,661 | 6,449 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,158,038 | 6,796 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $517,215 | 3,663 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||