Position in ORCL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,529,251
-$861,094 QoQ
Shares Held
71,574
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,772,121
PutShares
9,092
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, 2026World Investment Advisors holds $137,388,783 across 21 Software - Infrastructure names. ORCL ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
280,488 | $103,828,242 | |
| 2 | ORCL |
Oracle Corp
This page
|
71,574 | $10,529,251 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
50,226 | $7,347,059 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
31,715 | $4,530,487 | |
| 5 | PANW |
Palo Alto Networks Inc
|
27,461 | $4,402,547 | |
| 6 | SNPS |
Synopsys Inc
|
4,989 | $1,978,038 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,379 | $817,811 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,548 | $535,102 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,529,251 | 71,574 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,390,345 | 58,439 | Shares | Sole | 2026-03-13 | |
| 2025-12-31 | $1,772,121 | 9,092 | Put | Sole | 2026-03-13 | |
| 2025-09-30 | $13,373,523 | 47,552 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,470,900 | 66,189 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,515,687 | 60,909 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,175,877 | 67,066 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,125,493 | 71,159 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,440,902 | 24,369 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $711,203 | 5,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $764,051 | 7,247 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $285,560 | 2,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,066 | 2,696 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $251,255 | 2,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $221,024 | 2,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,982 | 4,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,296 | 4,255 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $356,318 | 4,307 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $372,299 | 4,269 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||