Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,637,606
-$198,821 QoQ
Shares Held
17,998
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Truvestments Capital LLC holds $24,214,651 across 43 Software - Infrastructure names. ORCL ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
This page
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,637,606 | 17,998 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,836,427 | 19,281 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,845,574 | 19,730 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,808,449 | 20,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,505,745 | 20,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,909,166 | 20,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,239,148 | 19,438 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,464,743 | 20,333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $297,790 | 2,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $261,268 | 2,080 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $360,781 | 3,422 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $364,682 | 3,443 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $395,616 | 3,322 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $305,892 | 3,292 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $180,481 | 2,208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $175,087 | 2,867 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $160,351 | 2,295 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $202,109 | 2,443 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $173,373 | 1,988 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $168,335 | 1,932 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $140,345 | 1,803 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $136,971 | 1,952 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $107,579 | 1,663 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $35,820 | 600 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $63,892 | 1,156 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $42,675 | 883 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||