Position in ORCL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,394,848
+$7,275,180 QoQ
Shares Held
77,754
+177.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#601
of 3,472 holders
Holding Since
Sep 2021
17 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, 2026CallValue
$161,205
CallShares
1,100
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, 2026HUB Investment Partners, LLC holds $181,340,242 across 27 Software - Infrastructure names. ORCL ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
297,773 | $111,075,284 | |
| 2 | PANW |
Palo Alto Networks Inc
|
55,398 | $18,891,825 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,596 | $18,047,497 | |
| 4 | ORCL |
Oracle Corp
This page
|
77,754 | $11,394,848 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
77,398 | $9,030,024 | |
| 6 | NET |
Cloudflare, Inc.
|
17,981 | $4,410,379 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,184 | $1,103,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
9,029 | $898,746 |
All Filings in ORCL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,205 | 1,100 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $11,394,848 | 77,754 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,119,668 | 28,004 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $191,243 | 1,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $5,215,596 | 26,759 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $3,449,907 | 17,700 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $7,037,468 | 25,023 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $787,472 | 2,800 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $4,430,318 | 20,264 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $590,301 | 2,700 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $335,544 | 2,400 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $2,663,520 | 19,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,075,507 | 18,456 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $333,280 | 2,000 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $1,731,604 | 10,162 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,453,230 | 10,292 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,376,936 | 10,962 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $865,158 | 8,206 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $467,636 | 4,415 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $421,102 | 3,536 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $276,158 | 2,972 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $210,691 | 3,450 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $204,508 | 2,472 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $228,454 | 2,622 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||