Position in ORCL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,400,354
-$1,032,177 QoQ
Shares Held
29,912
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CallValue
$0
CallShares
0
PutValue
$14,711
PutShares
100
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, 2026Clear Harbor Asset Management, LLC holds $40,468,212 across 9 Software - Infrastructure names. ORCL ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
71,862 | $26,601,156 | |
| 2 | NET |
Cloudflare, Inc.
|
25,208 | $5,201,418 | |
| 3 | ORCL |
Oracle Corp
This page
|
29,912 | $4,400,354 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,215 | $1,055,410 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
12,825 | $949,947 | |
| 6 | PANW |
Palo Alto Networks Inc
|
5,013 | $803,684 | |
| 7 | YEXT |
Yext, Inc.
|
164,910 | $633,254 | |
| 8 | XYZ |
Block, Inc.
|
10,098 | $607,697 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,711 | 100 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $4,400,354 | 29,912 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,432,531 | 27,872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,951,217 | 28,272 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,596,722 | 30,173 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,280,702 | 30,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,043,192 | 30,264 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,665,892 | 27,382 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,396,826 | 31,139 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,898,180 | 31,034 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,272,547 | 31,040 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,176,752 | 29,992 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,571,747 | 29,992 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,254,987 | 35,030 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,920,978 | 35,735 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,183,252 | 35,750 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,523,005 | 36,110 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,679,211 | 32,385 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,734,469 | 31,355 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,098,168 | 35,558 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,693,108 | 34,598 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,880,127 | 41,045 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $573,670 | 8,868 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $354,797 | 5,943 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $328,469 | 5,943 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $287,225 | 5,943 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||