Position in ORCL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,756,655
+$7,999,276 QoQ
Shares Held
59,752
+2118.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#673
of 3,472 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Oak Thistle LLC holds $51,143,828 across 21 Software - Infrastructure names. ORCL ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
This page
|
59,752 | $8,756,655 | |
| 2 | SNPS |
Synopsys Inc
|
11,439 | $5,102,594 | |
| 3 | MDB |
MongoDB, Inc.
|
13,111 | $4,403,984 | |
| 4 | DOX |
Amdocs Ltd
|
83,612 | $4,225,750 | |
| 5 | DBX |
Dropbox, Inc.
|
139,919 | $3,843,574 | |
| 6 | VRSN |
Verisign Inc/Ca
|
15,183 | $3,819,435 | |
| 7 | NTNX |
Nutanix, Inc.
|
52,940 | $2,697,822 | |
| 8 | ZS |
Zscaler, Inc.
|
19,036 | $2,686,931 |
All Filings in ORCL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,756,655 | 59,752 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $757,379 | 2,693 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $517,996 | 3,705 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $1,124,128 | 6,597 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $646,514 | 5,147 | Shares | Sole | 2024-04-18 | |
| 2023-06-30 | $874,358 | 7,342 | Shares | Sole | 2023-07-26 | |
| 2022-09-30 | $279,639 | 4,579 | Shares | Sole | 2022-10-17 | |
| 2021-12-31 | $330,525 | 3,790 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||