Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,377,529
-$110,261,294 QoQ
Shares Held
1,612,948
-31.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#93
of 3,472 holders
Holding Since
Mar 2020
26 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 Jun 30, 20261832 Asset Management L.P. holds $3,686,503,450 across 15 Software - Infrastructure names. ORCL ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,586,763 | $2,456,994,334 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
1,311,636 | $250,240,474 | |
| 3 | ORCL |
Oracle Corp
This page
|
1,612,948 | $236,377,529 | |
| 4 | PANW |
Palo Alto Networks Inc
|
567,729 | $193,606,943 | |
| 5 | TWLO |
Twilio Inc
|
555,500 | $114,616,315 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
648,800 | $101,881,064 | |
| 7 | MDB |
MongoDB, Inc.
|
269,300 | $90,457,870 | |
| 8 | FTNT |
Fortinet, Inc.
|
451,637 | $69,380,475 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,377,529 | 1,612,948 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $346,638,823 | 2,356,324 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $497,836,977 | 2,554,189 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $464,294,053 | 1,650,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $670,663,266 | 3,067,572 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $369,849,179 | 2,645,370 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $551,500,745 | 3,309,534 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $657,494,704 | 3,858,537 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $562,740,739 | 3,985,416 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $521,665,112 | 4,153,054 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $435,527,112 | 4,130,960 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $439,387,406 | 4,148,295 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $661,720,012 | 5,556,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $495,668,452 | 5,334,357 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $450,765,774 | 5,514,629 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $305,868,606 | 5,008,492 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,472,346 | 4,414,947 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $103,762,613 | 1,254,232 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $91,662,506 | 1,051,055 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $112,627,200 | 1,292,634 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $243,319,978 | 3,125,899 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $280,405,494 | 3,996,088 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $350,084,425 | 5,411,724 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $374,392,132 | 6,271,225 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $346,042,595 | 6,260,948 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $292,941,904 | 6,061,285 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||