Position in ORCL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$418,527
-$144,567 QoQ
Shares Held
2,845
-1.5% 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
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$29,422
CallShares
200
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, 2026SFMG, LLC holds $32,014,570 across 7 Software - Infrastructure names. ORCL ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,905 | $22,545,203 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,667 | $5,718,133 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,871 | $2,614,169 | |
| 4 | CRWV |
CoreWeave, Inc.
|
7,076 | $548,177 | |
| 5 | ORCL |
Oracle Corp
This page
|
2,845 | $418,527 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
22,200 | $90,132 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
822 | $80,229 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,422 | 200 | Call | Sole | 2026-05-12 | |
| 2026-03-31 | $418,527 | 2,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $563,094 | 2,889 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $820,095 | 2,916 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $621,127 | 2,841 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $254,873 | 1,823 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $472,924 | 2,838 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $611,736 | 3,590 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $499,848 | 3,540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $489,376 | 3,896 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $361,730 | 3,431 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $375,592 | 3,546 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $263,069 | 2,209 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $277,830 | 2,990 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $214,404 | 2,623 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,584,277 | 25,942 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,814,873 | 25,975 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,963,762 | 23,737 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,104,726 | 24,134 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,017,669 | 23,157 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,811,648 | 23,274 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,618,681 | 23,068 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||