Position in ORCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,799,480
+$10,639,642 QoQ
Shares Held
326,165
+29.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#20
of 1,254 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LBP AM SA holds $816,284,086 across 17 Software - Infrastructure names. ORCL ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,423,828 | $531,116,319 | |
| 2 | PANW |
Palo Alto Networks Inc
|
163,833 | $55,870,328 | |
| 3 | ZS |
Zscaler, Inc.
|
348,151 | $49,141,513 | |
| 4 | CRWV |
CoreWeave, Inc.
|
480,730 | $47,851,864 | |
| 5 | ORCL |
Oracle Corp
This page
|
326,165 | $47,799,480 | |
| 6 | NET |
Cloudflare, Inc.
|
107,023 | $26,250,600 | |
| 7 | NTAP |
NetApp, Inc.
|
113,687 | $17,594,199 | |
| 8 | GEN |
Gen Digital Inc.
|
497,836 | $12,391,138 |
All Filings in ORCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,799,480 | 326,165 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $37,159,838 | 252,599 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $68,266,447 | 350,246 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $107,061,598 | 380,677 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $81,855,508 | 374,402 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $55,149,311 | 394,459 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $60,346,342 | 362,136 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $50,544,558 | 296,623 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $12,925,589 | 91,541 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,557,539 | 76,089 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $16,871,224 | 160,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,545,551 | 156,208 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,333,906 | 145,553 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,319,054 | 132,577 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,489,100 | 91,621 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||