Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,969
+$24,631 QoQ
Shares Held
2,777
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,559
of 3,466 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KNIGHTSBRIDGE ASSET MANAGEMENT, LLC holds $23,983,126 across 14 Software - Infrastructure names. ORCL ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
31,576 | $11,778,479 | |
| 2 | CPAY |
Corpay, Inc.
|
24,054 | $8,016,476 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,759 | $1,021,912 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,688 | $566,550 | |
| 5 | VRSN |
Verisign Inc/Ca
|
1,973 | $496,327 | |
| 6 | ORCL |
Oracle Corp
This page
|
2,777 | $406,969 | |
| 7 | SNPS |
Synopsys Inc
|
733 | $326,969 | |
| 8 | RBRK |
Rubrik, Inc.
|
3,634 | $291,737 |
All Filings in ORCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,969 | 2,777 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $382,338 | 2,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,921 | 1,980 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $502,857 | 1,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280,502 | 1,283 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||