Position in ORCL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$29,072,881
+$28,537,697 QoQ
Shares Held
198,382
+5353.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
of 489 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0.7591414543658195.ToString("F0")%
Shared 0.ToString("F0")%
None 99.24085854563418.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $599,811,129 across 24 Software - Infrastructure names. ORCL ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
1,073,881 | $366,214,897 | |
| 2 | MSFT |
Microsoft Corp
|
236,411 | $88,186,028 | |
| 3 | ORCL |
Oracle Corp
This page
|
198,382 | $29,072,881 | |
| 4 | SNPS |
Synopsys Inc
|
44,214 | $19,722,537 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
134,171 | $15,653,730 | |
| 6 | FTNT |
Fortinet, Inc.
|
93,748 | $14,401,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
90,395 | $10,685,592 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
55,231 | $10,537,245 |
All Filings in ORCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,072,881 | 198,382 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $535,184 | 3,638 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $517,096 | 2,653 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $764,129 | 2,717 | Shares | Other | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||