Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$686,147
-$2,622 QoQ
Shares Held
4,682
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,122
of 3,472 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. ORCL ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
This page
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,148 | $367,277 |
All Filings in ORCL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,147 | 4,682 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $688,769 | 4,682 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $902,823 | 4,632 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,098,523 | 3,906 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $853,968 | 3,906 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $549,033 | 3,927 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $654,395 | 3,927 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $669,160 | 3,927 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $554,492 | 3,927 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $493,270 | 3,927 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $463,575 | 4,397 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $272,955 | 2,577 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $306,775 | 2,576 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $239,826 | 2,581 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $223,488 | 2,565 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $199,659 | 2,565 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||