Gerber Kawasaki Wealth & Investment Management
Position in ORCL — Oracle Corp
CIK 1666736
SANTA MONICA, CA
Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,320,562
-$12,990 QoQ
Shares Held
9,011
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,593
of 3,472 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Sep 30, 2020CallValue
$298
CallShares
5
PutValue
$0
PutShares
0
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, 2026Gerber Kawasaki Wealth & Investment Management holds $85,888,613 across 10 Software - Infrastructure names. ORCL ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
160,066 | $59,707,819 | |
| 2 | PANW |
Palo Alto Networks Inc
|
20,715 | $7,064,229 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,404 | $6,372,982 | |
| 4 | NTNX |
Nutanix, Inc.
|
100,135 | $5,102,879 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
38,183 | $4,454,810 | |
| 6 | ORCL |
Oracle Corp
This page
|
9,011 | $1,320,562 | |
| 7 | NET |
Cloudflare, Inc.
|
2,777 | $681,142 | |
| 8 | IOT |
Samsara Inc.
|
20,092 | $651,583 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,562 | 9,011 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,333,552 | 9,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,940,659 | 66,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,154,042 | 64,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,294,903 | 65,384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,966,854 | 64,136 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,286,347 | 55,727 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,766,150 | 45,576 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,951,721 | 42,151 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,366,077 | 34,759 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,337,386 | 31,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,603,513 | 24,580 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,327,377 | 11,146 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $340,855 | 4,170 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $250,814 | 4,107 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $270,536 | 3,872 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $276,483 | 3,342 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $338,287 | 3,879 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $609 | 7 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $306,845 | 3,942 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $264,611 | 3,771 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $368,733 | 5,700 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $333,006 | 5,578 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $298 | 5 | Call | Sole | 2020-11-02 | |
| 2020-06-30 | $306,527 | 5,546 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $306,702 | 6,346 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||