Position in ORCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,361,213
+$405,092 QoQ
Shares Held
16,112
+21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,224
of 3,472 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,647,980
PutShares
18,000
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, 2026Avestar Capital, LLC holds $54,192,064 across 17 Software - Infrastructure names. ORCL ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,907 | $30,179,929 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,596 | $6,682,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,358 | $4,358,557 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,528 | $3,725,649 | |
| 5 | ORCL |
Oracle Corp
This page
|
16,112 | $2,361,213 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,867 | $1,362,148 | |
| 7 | NET |
Cloudflare, Inc.
|
3,907 | $958,308 | |
| 8 | SNPS |
Synopsys Inc
|
1,696 | $756,534 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,213 | 16,112 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,647,980 | 18,000 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $1,956,121 | 13,297 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,386,478 | 12,244 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $2,923,650 | 15,000 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $3,594,809 | 12,782 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,050,544 | 13,953 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,726,793 | 12,351 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,945,855 | 11,677 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,801,128 | 10,570 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,421,319 | 10,066 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,337,746 | 10,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $933,160 | 8,851 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $738,792 | 6,975 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $789,804 | 6,632 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $606,024 | 6,522 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $612,559 | 7,494 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $422,848 | 6,924 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $346,764 | 4,963 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $282,274 | 3,412 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $263,199 | 3,018 | Shares | Sole | 2022-02-01 | |
| 2020-03-31 | $303,609 | 6,282 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||