Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,014,214
+$1,625,807 QoQ
Shares Held
279,865
+4.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#301
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2026CallValue
$205,170
CallShares
1,400
PutValue
$8,807,655
PutShares
60,100
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 Jun 30, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. ORCL ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
This page
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in ORCL
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,014,214 | 279,865 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $8,807,655 | 60,100 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $205,170 | 1,400 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $5,207,694 | 35,400 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $39,388,407 | 267,748 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,381,130 | 43,000 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $662,694 | 3,400 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $56,299,361 | 288,848 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $956,216 | 3,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $80,399,482 | 285,875 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $12,093,320 | 43,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $12,789,855 | 58,500 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $240,493 | 1,100 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $50,514,459 | 231,050 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,684,352 | 19,200 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $29,887,601 | 213,773 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,339,256 | 134,057 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,166,000 | 25,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $19,973,776 | 117,217 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $4,447,440 | 26,100 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $2,696,920 | 19,100 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $16,114,024 | 114,122 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,612,688 | 20,800 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $13,304,609 | 105,920 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,488,148 | 23,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $10,378,001 | 98,435 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,273,825 | 87,555 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $2,086,624 | 19,700 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $2,262,710 | 19,000 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $9,427,878 | 79,166 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,486,720 | 16,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $7,117,207 | 76,595 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,166,739 | 124,379 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $792,878 | 9,700 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $549,630 | 9,000 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $3,811,867 | 62,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,648,220 | 80,839 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $628,830 | 9,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $744,570 | 9,000 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $4,207,813 | 50,862 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $811,053 | 9,300 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $7,525,525 | 86,292 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,404,752 | 73,508 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $723,179 | 8,300 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $646,072 | 8,300 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $6,895,067 | 88,580 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,870,492 | 83,661 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $512,241 | 7,300 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $614,555 | 9,500 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $4,095,135 | 63,304 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||