Position in ORCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,766,614
-$32,608,810 QoQ
Shares Held
373,706
-16.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#255
of 3,472 holders
Holding Since
Mar 2020
25 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, 2026Cannell & Spears LLC holds $299,819,279 across 9 Software - Infrastructure names. ORCL ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
648,634 | $241,953,454 | |
| 2 | ORCL |
Oracle Corp
This page
|
373,706 | $54,766,614 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
7,097 | $932,758 | |
| 4 | NN |
Nextnav Inc.
|
50,250 | $895,957 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,231 | $419,795 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,444 | $275,493 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,669 | $265,672 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,407 | $216,143 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,766,614 | 373,706 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $87,375,424 | 448,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $147,517,129 | 524,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,705,417 | 629,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $61,041,325 | 436,602 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,093,136 | 438,629 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $85,788,391 | 503,453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,343,190 | 533,592 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $66,650,675 | 530,616 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,972,660 | 473,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,583,606 | 449,241 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $53,884,890 | 452,472 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,880,349 | 461,476 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,712,629 | 461,373 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,153,514 | 461,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,319,835 | 462,571 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $38,295,137 | 462,893 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $39,898,313 | 457,497 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,009,486 | 459,193 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $36,161,272 | 464,559 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $49,627,171 | 707,242 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $46,185,296 | 713,948 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $43,470,674 | 728,152 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $40,302,220 | 729,188 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $35,537,049 | 735,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||