Position in ORCL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$745,406
+$145,668 QoQ
Shares Held
5,067
+64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GFS Advisors, LLC holds $78,036,476 across 6 Software - Infrastructure names. ORCL ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
122,060 | $47,653,444 | |
| 2 | MSFT |
Microsoft Corp
|
72,244 | $26,742,561 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,611 | $1,698,457 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,391 | $1,184,925 | |
| 5 | ORCL |
Oracle Corp
This page
|
5,067 | $745,406 | |
| 6 | BLSH |
Bullish
|
327 | $11,683 |
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745,406 | 5,067 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $599,738 | 3,077 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $422,703 | 1,503 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $311,110 | 1,423 | Shares | Sole | 2025-07-25 | |
| 2021-12-31 | $795,355 | 9,120 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $794,625 | 9,120 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $709,900 | 9,120 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $611,882 | 8,720 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||