Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$94,020,501
+$5,268,204 QoQ
Shares Held
639,117
+20.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2020CallValue
$198,375,318
CallShares
4,104,600
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 Mar 31, 2026Contour Asset Management LLC holds $503,628,521 across 4 Software - Infrastructure names. ORCL ranks #2 (18.7% of the industry book) .
All Filings in ORCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,020,501 | 639,117 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $88,752,297 | 532,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $200,496,048 | 1,176,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $279,393,852 | 1,978,710 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,050,841 | 2,141,954 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $231,202,718 | 2,192,950 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $164,118,803 | 1,549,460 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $166,755,653 | 1,400,249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $142,019,299 | 1,528,404 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $126,691,278 | 1,549,930 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $198,375,318 | 4,104,600 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $12,922,137 | 267,373 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||