Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,414
-$30,353 QoQ
Shares Held
635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $270,713,943 across 10 Software - Infrastructure names. ORCL ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
703,648 | $260,469,380 | |
| 2 | PANW |
Palo Alto Networks Inc
|
48,651 | $7,799,728 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
20,740 | $2,024,275 | |
| 4 | TWLO |
Twilio Inc
|
2,000 | $251,640 | |
| 5 | ORCL |
Oracle Corp
This page
|
635 | $93,414 | |
| 6 | VRNS |
Varonis Systems Inc
|
1,800 | $38,646 | |
| 7 | NET |
Cloudflare, Inc.
|
75 | $15,475 | |
| 8 | FTNT |
Fortinet, Inc.
|
103 | $8,417 |
All Filings in ORCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,414 | 635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,767 | 635 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $222,179 | 790 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $234,129 | 1,405 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||