Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$42,012,074
+$10,445,799 QoQ
Shares Held
286,674
+33.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#297
of 3,472 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KAMES CAPITAL plc holds $716,994,646 across 8 Software - Infrastructure names. ORCL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,410,777 | $526,248,036 | |
| 2 | NET |
Cloudflare, Inc.
|
193,228 | $47,394,963 | |
| 3 | ORCL |
Oracle Corp
This page
|
286,674 | $42,012,074 | |
| 4 | FTNT |
Fortinet, Inc.
|
233,083 | $35,806,210 | |
| 5 | MDB |
MongoDB, Inc.
|
87,652 | $29,442,306 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
211,038 | $24,621,803 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
182,024 | $8,681,862 | |
| 8 | ATEN |
A10 Networks, Inc.
|
74,609 | $2,787,392 |
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,012,074 | 286,674 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $31,566,275 | 214,576 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $54,323,561 | 278,711 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $80,474,013 | 286,140 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $40,695,788 | 186,140 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $24,655,493 | 176,350 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $31,986,714 | 191,951 | Shares | Sole | 2026-04-10 | |
| 2024-09-30 | $31,237,216 | 183,317 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||