Sunstone Asset Management, L.P.

Position in ORCL — Oracle Corp

CIK 2111996 New York, NY

Position in ORCL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,538,775

+$729,670 QoQ

Shares Held

10,500

+90.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#1,480

of 3,472 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sunstone Asset Management, L.P. holds $9,248,021 across 6 Software - Infrastructure names. ORCL ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNPS	Synopsys Inc	8,150	$3,635,470
2	NTNX	Nutanix, Inc.	32,890	$1,676,074
3	ORCL	Oracle Corp This page	10,500	$1,538,775
4	TWLO	Twilio Inc	5,166	$1,065,900
5	NET	Cloudflare, Inc.	4,046	$992,402
6	S	SentinelOne, Inc.	20,000	$339,400

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,538,775	10,500	+90.9%	Shares	Sole	2026-08-14
2026-03-31	$809,105	5,500	+10.0%	Shares	Sole	2026-05-14
2025-12-31	$974,550	5,000	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.