Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,860,681
+$145,752 QoQ
Shares Held
39,991
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#823
of 3,481 holders
Holding Since
Mar 2020
25 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $51,823,181 across 21 Software - Infrastructure names. ORCL ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
92,330 | $34,440,936 | |
| 2 | ORCL |
Oracle Corp
This page
|
39,991 | $5,860,681 | |
| 3 | SNPS |
Synopsys Inc
|
4,039 | $1,801,676 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,456 | $1,422,492 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,418 | $985,933 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
6,970 | $813,189 | |
| 7 | PANW |
Palo Alto Networks Inc
|
2,253 | $768,318 | |
| 8 | RBRK |
Rubrik, Inc.
|
7,709 | $618,878 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,860,681 | 39,991 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,714,929 | 38,848 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,132,536 | 36,594 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,846,020 | 38,565 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,898,227 | 36,126 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,291,668 | 37,849 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,027,368 | 36,170 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,261,518 | 36,746 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,235,554 | 37,079 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $4,517,312 | 35,963 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,740,340 | 35,477 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,710,377 | 35,030 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,253,656 | 35,718 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,373,832 | 36,309 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,037,213 | 37,157 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,311,743 | 37,854 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,613,277 | 37,402 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,099,479 | 37,465 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,240,287 | 37,155 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,187,215 | 36,580 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $2,613,200 | 37,241 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,413,260 | 37,305 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,830,939 | 30,669 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,596,584 | 28,887 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,600,157 | 33,109 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||