Position in ORCL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,147,899
-$509,420 QoQ
Shares Held
7,803
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Coastal Bridge Advisors, LLC holds $43,879,447 across 9 Software - Infrastructure names. ORCL ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,620 | $27,992,255 | |
| 2 | PANW |
Palo Alto Networks Inc
|
66,342 | $10,635,949 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,503 | $1,243,818 | |
| 4 | GEN |
Gen Digital Inc.
|
65,756 | $1,238,185 | |
| 5 | ORCL |
Oracle Corp
This page
|
7,803 | $1,147,899 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
8,859 | $864,660 | |
| 7 | RBRK |
Rubrik, Inc.
|
10,050 | $492,148 | |
| 8 | OKTA |
Okta, Inc.
|
3,034 | $238,806 |
All Filings in ORCL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||