Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,476,662
+$3,936,682 QoQ
Shares Held
30,547
+1491.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#927
of 3,472 holders
Holding Since
Dec 2020
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, 2026TWINBEECH CAPITAL LP holds $22,395,412 across 14 Software - Infrastructure names. ORCL ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPAY |
Corpay, Inc.
|
16,300 | $5,432,301 | |
| 2 | ORCL |
Oracle Corp
This page
|
30,547 | $4,476,662 | |
| 3 | NTAP |
NetApp, Inc.
|
21,001 | $3,250,114 | |
| 4 | DOX |
Amdocs Ltd
|
59,167 | $2,990,300 | |
| 5 | VRSN |
Verisign Inc/Ca
|
7,715 | $1,940,785 | |
| 6 | AKAM |
Akamai Technologies Inc
|
7,984 | $943,788 | |
| 7 | S |
SentinelOne, Inc.
|
44,978 | $763,276 | |
| 8 | NN |
Nextnav Inc.
|
38,100 | $679,323 |
All Filings in ORCL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,476,662 | 30,547 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $539,980 | 1,920 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $773,294 | 3,537 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $38,304,171 | 271,276 | Shares | Sole | 2024-08-14 | |
| 2022-09-30 | $16,692,507 | 273,334 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,927,606 | 47,475 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,516,627 | 166,456 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $377,724 | 5,839 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||