Position in ORCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,431,786
+$563,716 QoQ
Shares Held
43,888
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#792
of 3,492 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $98,815,565 across 35 Software - Infrastructure names. ORCL ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
160,335 | $59,808,161 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,020 | $7,850,280 | |
| 3 | ORCL |
Oracle Corp
This page
|
43,888 | $6,431,786 | |
| 4 | VRSN |
Verisign Inc/Ca
|
11,295 | $2,841,370 | |
| 5 | FTNT |
Fortinet, Inc.
|
17,777 | $2,730,902 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
19,843 | $2,315,082 | |
| 7 | NTNX |
Nutanix, Inc.
|
27,733 | $1,413,273 | |
| 8 | SNPS |
Synopsys Inc
|
3,052 | $1,361,405 |
All Filings in ORCL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,431,786 | 43,888 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,868,070 | 39,889 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,259,895 | 42,378 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,336,566 | 65,199 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,492,982 | 66,290 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,034,583 | 71,773 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,190,709 | 67,155 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,198,176 | 65,717 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,993,049 | 56,608 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,946,484 | 55,302 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,460,332 | 70,761 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,220,036 | 68,165 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,146,113 | 68,403 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,772,303 | 105,169 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,289,008 | 101,407 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,243,125 | 102,229 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,924,675 | 99,108 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,584,190 | 91,674 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,800,736 | 55,048 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,671,997 | 53,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,909,503 | 37,378 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,299,260 | 32,767 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||