SP Asset Management LLC

Position in ORCL — Oracle Corp

CIK 1962086 CUPERTINO, CA

Position in ORCL

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$15,446,991

-$5,165,131 QoQ

Shares Held

105,003

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 16.26715427178271.ToString("F0")% Shared 0.ToString("F0")% None 83.73284572821728.ToString("F0")%

Technology · as of Mar 31, 2026

SP Asset Management LLC holds $60,357,889 across 10 Software - Infrastructure names. ORCL ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	90,006	$33,317,521
2	ORCL	Oracle Corp This page	105,003	$15,446,991
3	NTNX	Nutanix, Inc.	140,193	$5,328,735
4	RBRK	Rubrik, Inc.	44,632	$2,185,629
5	PANW	Palo Alto Networks Inc	13,031	$2,089,129
6	SNPS	Synopsys Inc	3,672	$1,455,874
7	PLTR	Palantir Technologies Inc.	1,650	$241,362
8	TWLO	Twilio Inc	1,850	$232,767

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,446,991	105,003	-0.7%	Shares	Sole	2026-05-07
2025-12-31	$20,612,122	105,752	-0.6%	Shares	Sole	2026-01-28
2025-09-30	$29,914,092	106,365	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$23,344,218	106,775	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$14,889,065	106,495	-1.4%	Shares	Sole	2025-05-08
2024-12-31	$18,003,618	108,039	-0.8%	Shares	Sole	2025-02-06
2024-09-30	$18,566,102	108,956	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$15,394,753	109,028	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$13,608,838	108,342	-0.6%	Shares	Sole	2024-05-08
2023-12-31	$11,485,860	108,943	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$11,611,268	109,623	+0.5%	Shares	Sole	2023-11-03
2023-06-30	$12,992,242	109,096	-1.6%	Shares	Sole	2023-08-03
2023-03-31	$10,305,385	110,906	+0.0%	Shares	Sole	2023-05-05
2022-12-31	$9,063,985	110,888	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.