Clear Street Group Inc.

Position in ORCL — Oracle Corp

CIK 1881567 NEW YORK, NY

Back to ORCL Full portfolio

Position in ORCL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$67,175,280

-$147,267,820 QoQ

Shares Held

456,633

-58.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ORCL Over Time

Shares Held

Position Value (USD)

Derivatives in ORCL

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$97,455,000

PutShares

500,000

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 Mar 31, 2026

Clear Street Group Inc. holds $1,764,727,868 across 14 Software - Infrastructure names. ORCL ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,874,170	$1,063,931,508
2	PLTR	Palantir Technologies Inc.	2,180,652	$318,985,774
3	CRWV	CoreWeave, Inc.	3,710,242	$287,432,447
4	ORCL	Oracle Corp This page	456,633	$67,175,280
5	MDB	MongoDB, Inc.	25,695	$6,289,365
6	PATH	UiPath, Inc.	541,501	$6,010,661
7	PANW	Palo Alto Networks Inc	33,565	$5,381,140
8	NET	Cloudflare, Inc.	19,046	$3,929,951

All Filings in ORCL

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,175,280	456,633	-8.7%	Shares	Sole	2026-05-15
2025-12-31	$97,455,000	500,000	-54.6%	Put	Sole	2026-02-13
2025-12-31	$214,443,100	1,100,216	+33.7%	Shares	Sole	2026-02-13
2025-09-30	$231,460,520	823,000	+64.6%	Shares	Sole	2025-11-14
2025-09-30	$140,620,000	500,000	—	Put	Sole	2025-11-14
No filing history on record for this holder in this stock.