Position in ORCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,609,412
+$135,370 QoQ
Shares Held
10,982
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,423
of 3,414 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Jun 30, 2025CallValue
$43,726
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. ORCL ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
This page
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
|
1,494 | $308,257 |
All Filings in ORCL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,412 | 10,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,474,042 | 10,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,857,297 | 9,529 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,707,497 | 9,627 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,051,186 | 9,382 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $43,726 | 200 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $1,279,261 | 9,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,026,669 | 6,161 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,009,108 | 5,922 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $859,625 | 6,088 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $28,240 | 200 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $758,935 | 6,042 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $580,392 | 5,505 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $530,765 | 5,011 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,727 | 300 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $638,917 | 5,365 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $479,931 | 5,165 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||