Position in ORCL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,385,622
+$3,401,790 QoQ
Shares Held
43,573
+114.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#792
of 3,472 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. ORCL ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
This page
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
|
8,590 | $1,772,373 |
All Filings in ORCL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,385,622 | 43,573 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,983,832 | 20,283 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,389,373 | 22,520 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,321,431 | 22,477 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,530,450 | 20,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,481,767 | 17,751 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,816,715 | 16,903 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,484,261 | 14,579 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,116,870 | 14,992 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,607,431 | 12,797 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,177,871 | 30,142 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,761,758 | 26,074 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $839,108 | 7,046 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $536,798 | 5,777 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||