ORCL·Oracle Corp
infraAI CoreData as of 2026-07-07
Holder Count
13 / 30
13 of 30 tracked investors hold ORCL
Aggregate $
$9.05B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.9%
Share of aggregated AI exposure across 30 investors
Latest quarter · 2026-Q1
Exited
No Exited this quarter
—Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 Norges Bank Investment Management Norges Bank | $4.34B | 1.1% | ADD2025-Q4 | Before 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $2.72B | 0.7% | HOLD2026-Q1 | Before 2020-Q1 |
 Philippe Laffont / Coatue Coatue Management LLC | $865M | 5.9% | TRIM2025-Q4 | 2023-Q2 |
 Ken Griffin / Citadel Citadel LLC | $339M | 1.6% | HOLD2026-Q1 | Before 2020-Q1 |
 Masayoshi Son / SoftBank Group SoftBank Group Corp. | $267M | 5.6% | HOLD2025-Q2 | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $174M | 1.3% | ADD2026-Q1 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $159M | 1.2% | TRIM2026-Q1 | Before 2020-Q1 |
 Gavin Baker / Atreides Management Atreides Management LP | $92M | 3.7% | HOLD2023-Q4 | 2022-Q2 |
 David Tepper / Appaloosa Appaloosa LP | $33M | 0.8% | TRIM2025-Q2 | 2023-Q4 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $32M | 8.5% | NEW2023-Q2 | Before 2020-Q1 |
 Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $25M | 0.6% | TRIM2023-Q4 | Before 2020-Q1 |
 Michael Burry / Scion Asset Management Scion Asset Management, LLC | $5M | 22.7% | NEW2023-Q4 | Before 2020-Q1 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $3M | 0.0% | TRIM2025-Q4 | Before 2020-Q1 |
Position Action Log
69 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q1 | EXIT | −$865M | −4.44M | |
| 2026-Q1 | TRIM | −$338M | −3.64M | |
| 2026-Q1 | ADD | +$126M | +937.4K | |
| 2026-Q1 | ADD | −$871M | +69.1K | |
| 2026-Q1 | EXIT | −$3M | −17.1K | |
| 2025-Q4 | TRIM | −$483M | −356.1K | |
| 2025-Q4 | ADD | +$61M | +2.69M | |
| 2025-Q4 | TRIM | −$64M | −264.1K | |
| 2025-Q4 | TRIM | −$2.26B | −2.39M | |
| 2025-Q4 | TRIM | −$67M | −234.4K | |
| 2025-Q3 | ADD | +$506M | +938.9K | |
| 2025-Q3 | EXIT | −$267M | −1.22M | |
| 2025-Q3 | ADD | +$3.82B | +11.52M | |
| 2025-Q3 | TRIM | +$901K | −67.9K | |
| 2025-Q3 | EXIT | −$33M | −150.0K | |
| 2025-Q2 | ADD | +$843M | +3.86M | |
| 2025-Q2 | ADD | +$2.06B | +6.26M | |
| 2025-Q2 | TRIM | +$5M | −246.0K | |
| 2025-Q2 | ADD | +$1.04B | +2.17M | |
| 2025-Q2 | TRIM | +$3M | −155.5K | |
| 2025-Q2 | TRIM | −$65M | −550.0K | |
| 2025-Q1 | NEW | +$171M | +1.22M | |
| 2025-Q1 | ADD | −$163M | +171.1K | |
| 2025-Q1 | ADD | +$25M | +224.9K | |
| 2025-Q1 | TRIM | −$135M | −700.0K | |
| 2024-Q4 | ADD | +$648M | +2.19M | |
| 2024-Q4 | TRIM | −$177M | −883.5K | |
| 2024-Q4 | ADD | +$24M | +144.8K | |
| 2024-Q4 | TRIM | −$35M | −173.4K | |
| 2024-Q3 | ADD | +$621M | +2.77M | |
| 2024-Q3 | NEW | +$18M | +105.2K | |
| 2024-Q3 | TRIM | −$14M | −426.6K | |
| 2024-Q2 | TRIM | +$358M | −373.3K | |
| 2024-Q2 | ADD | +$15M | +28.9K | |
| 2024-Q2 | ADD | +$183M | +825.0K | |
| 2024-Q2 | TRIM | −$7M | −300.0K | |
| 2024-Q1 | EXIT | −$92M | −872.4K | |
| 2024-Q1 | EXIT | −$5M | −50.0K | |
| 2024-Q1 | EXIT | −$229M | −2.18M | |
| 2024-Q1 | TRIM | −$138M | −1.45M | |
| 2024-Q1 | ADD | +$306M | +2.09M | |
| 2024-Q1 | ADD | +$149M | +975.0K | |
| 2024-Q1 | EXIT | −$25M | −234.9K | |
| 2023-Q4 | ADD | +$92M | +872.4K | |
| 2023-Q4 | NEW | +$5M | +50.0K | |
| 2023-Q4 | TRIM | −$7M | −59.6K | |
| 2023-Q4 | ADD | +$287M | +2.73M | |
| 2023-Q4 | ADD | +$230M | +2.18M | |
| 2023-Q4 | ADD | +$1M | +22.9K | |
| 2023-Q4 | NEW | +$140M | +1.32M | |
| 2023-Q4 | TRIM | −$121M | −1.14M | |
| 2023-Q3 | TRIM | −$283M | −2.13M | |
| 2023-Q3 | EXIT | −$32M | −271.3K | |
| 2023-Q3 | ADD | +$89M | +964.9K | |
| 2023-Q3 | NEW | +$0 | +0 | |
| 2023-Q3 | ADD | −$21M | +57.1K | |
| 2023-Q3 | TRIM | −$24M | −51.0K | |
| 2023-Q2 | NEW | +$520M | +4.36M | |
| 2023-Q2 | NEW | +$32M | +271.3K | |
| 2023-Q2 | ADD | +$49M | +127.4K | |
| 2023-Q1 | TRIM | −$79M | −1.15M | |
| 2022-Q4 | ADD | +$63M | +202.5K | |
| 2022-Q3 | EXIT | −$92M | −1.32M | |
| 2022-Q3 | ADD | −$9M | +153.0K | |
| 2022-Q2 | NEW | +$92M | +1.32M | |
| 2022-Q2 | TRIM | −$123M | −1.16M | |
| 2022-Q1 | ADD | +$270M | +3.26M | |
| 2021-Q2 | EXIT | −$364M | −5.19M | |
| 2021-Q1 | NEW | +$364M | +5.19M |
Related Tickers
infra layer · sorted by holder countHolder Count: count of the 30 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 30 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-07