Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,755,647
+$4,545,517 QoQ
Shares Held
114,334
+37.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#481
of 3,487 holders
Holding Since
Sep 2024
8 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, 2026ODDO BHF ASSET MANAGEMENT SAS holds $108,034,997 across 9 Software - Infrastructure names. ORCL ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
187,916 | $21,924,159 | |
| 2 | IMXI |
International Money Express, Inc.
|
1,470,000 | $21,241,500 | |
| 3 | ORCL |
Oracle Corp
This page
|
114,334 | $16,755,647 | |
| 4 | TWLO |
Twilio Inc
|
69,689 | $14,378,931 | |
| 5 | NTAP |
NetApp, Inc.
|
79,480 | $12,300,324 | |
| 6 | FTNT |
Fortinet, Inc.
|
72,722 | $11,171,553 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
33,792 | $6,447,006 | |
| 8 | FIVN |
Five9, Inc.
|
160,000 | $3,411,200 |
All Filings in ORCL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,755,647 | 114,334 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,210,130 | 83,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $28,426,259 | 145,843 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,425,181 | 200,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,372,749 | 143,497 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,552,804 | 118,395 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,137,991 | 12,830 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,242,386 | 7,291 | Shares | Sole | 2024-12-03 | |
| No filing history on record for this holder in this stock. | ||||||