Position in ORCL
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$8,433,962
-$33,853,711 QoQ
Shares Held
57,331
-73.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Derivatives in ORCL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$367,775
PutShares
2,500
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, 2026Groupe la Francaise holds $427,221,844 across 15 Software - Infrastructure names. ORCL ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
954,895 | $353,473,482 | |
| 2 | PANW |
Palo Alto Networks Inc
|
256,415 | $41,108,452 | |
| 3 | FFIV |
F5, Inc.
|
34,990 | $10,123,656 | |
| 4 | ORCL |
Oracle Corp
This page
|
57,331 | $8,433,962 | |
| 5 | XYZ |
Block, Inc.
|
104,280 | $6,275,570 | |
| 6 | FTNT |
Fortinet, Inc.
|
45,706 | $3,735,094 | |
| 7 | IMXI |
International Money Express, Inc.
|
182,941 | $2,890,467 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,756 | $695,707 |
All Filings in ORCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,433,962 | 57,331 | Shares | Defined | 2026-05-21 | |
| 2026-03-31 | $367,775 | 2,500 | Put | Defined | 2026-05-21 | |
| 2025-12-31 | $721,167 | 3,700 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $42,287,673 | 216,960 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $731,224 | 2,600 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $117,416,856 | 417,497 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,919,185 | 392,989 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $874,520 | 4,000 | Put | Defined | 2025-08-13 | |
| 2025-03-31 | $489,335 | 3,500 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $38,469,699 | 275,157 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,915,845 | 149,519 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||