Thoma Capital Management LLC

Position in ORCL — Oracle Corp

CIK 2060298 TOWSON, MD

Position in ORCL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$524,209

-$198,836 QoQ

Shares Held

3,577

-27.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#2,333

of 3,472 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $4,258,544 across 4 Software - Infrastructure names. ORCL ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,535	$1,691,645
2	NET	Cloudflare, Inc.	5,719	$1,402,756
3	PLTR	Palantir Technologies Inc.	5,485	$639,934
4	ORCL	Oracle Corp This page	3,577	$524,209

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$524,209	3,577	-27.2%	Shares	Sole	2026-07-16
2026-03-31	$723,045	4,915	-1.3%	Shares	Sole	2026-04-20
2025-12-31	$970,651	4,980	-12.7%	Shares	Sole	2026-01-08
2025-09-30	$1,604,474	5,705	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$1,234,166	5,645	+0.6%	Shares	Sole	2025-10-01
2025-03-31	$784,194	5,609	+1.5%	Shares	Sole	2025-10-01
2024-12-31	$920,852	5,526	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.