Position in ORCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,118,022
-$3,202,279 QoQ
Shares Held
41,747
-34.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#806
of 3,472 holders
Holding Since
Mar 2023
13 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, 2026Americana Partners, LLC holds $271,518,624 across 14 Software - Infrastructure names. ORCL ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
527,809 | $196,883,313 | |
| 2 | PANW |
Palo Alto Networks Inc
|
102,475 | $34,946,024 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
157,219 | $18,342,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,512 | $12,117,136 | |
| 5 | ORCL |
Oracle Corp
This page
|
41,747 | $6,118,022 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
2,967 | $465,908 | |
| 7 | TWLO |
Twilio Inc
|
2,236 | $461,353 | |
| 8 | SNPS |
Synopsys Inc
|
1,024 | $456,775 |
All Filings in ORCL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,118,022 | 41,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,320,301 | 63,356 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,507,626 | 43,649 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,126,403 | 50,229 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,091,455 | 23,288 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,076,038 | 14,849 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,127,986 | 6,769 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,652,709 | 9,699 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $4,904,316 | 39,044 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,171,865 | 39,570 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,926,984 | 37,075 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,477,311 | 12,405 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $609,183 | 6,556 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||