Position in ORCL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,107,771
-$40,128 QoQ
Shares Held
7,559
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,736
of 3,472 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $62,932,322 across 9 Software - Infrastructure names. ORCL ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,705 | $28,239,479 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,911 | $21,794,929 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
39,764 | $7,586,374 | |
| 4 | GEN |
Gen Digital Inc.
|
69,628 | $1,733,040 | |
| 5 | ORCL |
Oracle Corp
This page
|
7,559 | $1,107,771 | |
| 6 | OKTA |
Okta, Inc.
|
6,118 | $834,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
6,925 | $807,939 | |
| 8 | RBRK |
Rubrik, Inc.
|
10,050 | $806,814 |
All Filings in ORCL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,771 | 7,559 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,147,899 | 7,803 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,657,319 | 8,503 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,439,462 | 19,341 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,002,254 | 22,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,524,348 | 10,903 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $585,073 | 3,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $512,392 | 3,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,188 | 2,990 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $418,406 | 3,331 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $350,660 | 3,326 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $351,654 | 3,320 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $359,056 | 3,015 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $269,560 | 2,901 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $236,719 | 2,896 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $230,485 | 2,786 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $483,230 | 5,541 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $241,960 | 2,777 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $215,694 | 2,771 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||