Davis Capital Management

Position in ORCL — Oracle Corp

CIK 1811806 JACKSONVILLE, FL

Position in ORCL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,197,020

-$49,295 QoQ

Shares Held

8,168

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#1,677

of 3,472 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davis Capital Management holds $6,992,203 across 32 Software - Infrastructure names. ORCL ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	7,428	$2,770,792
2	AKAM	Akamai Technologies Inc	11,405	$1,348,185
3	ORCL	Oracle Corp This page	8,168	$1,197,020
4	NET	Cloudflare, Inc.	4,010	$983,572
5	CHKP	Check Point Software Technologies Ltd	4,657	$612,069
6	CRWD	CrowdStrike Holdings, Inc.	648	$30,907
7	PLTR	Palantir Technologies Inc.	238	$27,767
8	PANW	Palo Alto Networks Inc	21	$7,161

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,020	8,168	-3.6%	Shares	Sole	2026-07-16
2026-03-31	$1,246,315	8,472	-0.1%	Shares	Sole	2026-04-16
2025-12-31	$1,652,641	8,479	0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,384,633	8,479	+0.6%	Shares	Sole	2025-10-21
2025-03-31	$1,178,738	8,431	0.0%	Shares	Sole	2025-04-11
2024-12-31	$1,404,941	8,431	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,436,642	8,431	-2.2%	Shares	Sole	2024-10-01
2024-06-30	$1,217,426	8,622	-0.3%	Shares	Sole	2024-07-02
2024-03-31	$1,086,024	8,646	-2.6%	Shares	Sole	2024-04-05
2023-12-31	$936,112	8,879	-23.1%	Shares	Sole	2024-02-14
2020-06-30	$637,981	11,543	-2.5%	Shares	Sole	2020-07-29
2020-03-31	$571,985	11,835	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.