Oracle Corp. (ORCL)

Sector:Information Technology
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.35%
Hold Price * :$170.40
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Christopher Davis - Davis Advisors Add 0.10% 136 0.00
Polen Capital Management Buy 8,767,967 3.86
Harry Burn - Sound Shore Reduce 37.08% 250,009 1.38
Yacktman Asset Management Reduce 26.78% 236,580 0.41
David Tepper - Appaloosa Management Reduce 21.33% 426,606 1.08
Charles Bobrinskoy - Ariel Focus Fund Reduce 12.21% 3,643 0.92
William Von Mueffling - Cantillon Capital Management Reduce 2.94% 27,593 0.03
First Eagle Investment Management Reduce 0.32% 45,118 0.02
Lee Ainslie - Maverick Capital Sell 100.00% 17,122 0.05
Q2  2024
Lee Ainslie - Maverick Capital Add 37.48% 4,668 0.01
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 25.00% 62,500 1.00
David Tepper - Appaloosa Management Reduce 13.04% 300,000 0.69
William Von Mueffling - Cantillon Capital Management Reduce 4.86% 47,975 0.05
Charles Bobrinskoy - Ariel Focus Fund Reduce 3.52% 1,090 0.24
Harry Burn - Sound Shore Reduce 3.09% 21,492 0.10
Yacktman Asset Management Reduce 2.91% 26,500 0.04
Christopher Davis - Davis Advisors Reduce 2.25% 3,181 0.00
Jensen Investment Management Reduce 1.96% 2,976 0.00
First Eagle Investment Management Reduce 0.48% 68,415 0.02
Q1  2024
David Tepper - Appaloosa Management Add 73.58% 975,000 1.83
Lee Ainslie - Maverick Capital Buy 12,454 0.03
William Von Mueffling - Cantillon Capital Management Buy 987,952 0.78
Yacktman Asset Management Reduce 33.34% 455,163 0.52
First Eagle Investment Management Reduce 23.33% 4,321,271 1.24
Christopher Davis - Davis Advisors Reduce 22.35% 40,672 0.03
Harry Burn - Sound Shore Reduce 4.95% 36,227 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 0.63% 22 0.00
Michael Burry - Scion Asset Management Sell 100.00% 50,000 5.57
Q4  2023
Charles Bobrinskoy - Ariel Focus Fund Add 5.29% 1,555 0.25
Harry Burn - Sound Shore Add 29.68% 167,529 0.61
David Tepper - Appaloosa Management Buy 1,325,000 2.47
Michael Burry - Scion Asset Management Buy 50,000 5.57
Thomas Russo - Gardner Russo & Quinn Reduce 3.34% 121 0.00
Jensen Investment Management Reduce 3.31% 5,200 0.00
Christopher Davis - Davis Advisors Reduce 2.65% 4,960 0.00
Yacktman Asset Management Reduce 0.84% 11,501 0.01
First Eagle Investment Management Reduce 0.29% 53,257 0.01
Bill & Melinda Gates Foundation Trust Sell 100.00% 39,800 0.01
Bill Nygren - Oakmark Select Fund Sell 100.00% 1,425,000 3.05
Q3  2023
Thomas Russo - Gardner Russo & Quinn Add 0.36% 13 0.00
Bill & Melinda Gates Foundation Trust Buy 39,800 0.01
Bill Nygren - Oakmark Select Fund Reduce 11.05% 177,000 0.38
Charles Bobrinskoy - Ariel Focus Fund Reduce 5.09% 1,575 0.28
Christopher Davis - Davis Advisors Reduce 4.36% 8,515 0.01
Yacktman Asset Management Reduce 0.88% 12,248 0.01
First Eagle Investment Management Reduce 0.87% 163,852 0.05
Harry Burn - Sound Shore Reduce 0.48% 2,709 0.01
Jensen Investment Management Reduce 0.28% 440 0.00
Q2  2023
Bill Nygren - Oakmark Select Fund Reduce 54.87% 1,948,000 4.61
Harry Burn - Sound Shore Reduce 53.19% 644,575 2.83
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 37.50% 150,000 2.20
Charles Bobrinskoy - Ariel Focus Fund Reduce 12.32% 4,351 0.80
Thomas Russo - Gardner Russo & Quinn Reduce 9.88% 395 0.00
First Eagle Investment Management Reduce 9.38% 1,939,057 0.59
Christopher Davis - Davis Advisors Reduce 2.68% 5,378 0.00
Jensen Investment Management Reduce 1.22% 1,945 0.00
Yacktman Asset Management Reduce 0.65% 9,073 0.01
Robert Olstein - Olstein Capital Management Sell 100.00% 46,000 0.67
Q1  2023
Lindsell Train Add 3.23% 600 0.00
Harry Burn - Sound Shore Add 182.84% 783,359 2.74
Robert Olstein - Olstein Capital Management Reduce 40.26% 31,000 0.45
Christopher Davis - Davis Advisors Reduce 7.11% 15,366 0.01
Jensen Investment Management Reduce 3.40% 5,615 0.00
Yacktman Asset Management Reduce 2.34% 33,514 0.03
First Eagle Investment Management Reduce 0.17% 36,232 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 12,163 0.02
Q4  2022
Jensen Investment Management Add 0.19% 315 0.00
Wallace Weitz - Weitz Large Cap Equity Fund Add 23.08% 75,000 0.84
Lee Ainslie - Maverick Capital Buy 12,163 0.02
Bill Nygren - Oakmark Select Fund Buy 3,550,000 7.11
Robert Olstein - Olstein Capital Management Reduce 27.36% 29,000 0.37
First Eagle Investment Management Reduce 20.11% 5,212,859 1.18
Harry Burn - Sound Shore Reduce 11.00% 52,965 0.50
Christopher Davis - Davis Advisors Reduce 0.61% 1,328 0.00
Yacktman Asset Management Reduce 0.04% 540 0.00
Q3  2022
First Eagle Investment Management Add 0.01% 1,752 0.00
Yacktman Asset Management Add 0.24% 3,431 0.00
Robert Olstein - Olstein Capital Management Add 11.58% 11,000 0.11
Charles Bobrinskoy - Ariel Focus Fund Add 13.09% 4,088 0.45
Jensen Investment Management Reduce 7.67% 13,700 0.01
Christopher Davis - Davis Advisors Reduce 0.85% 1,871 0.00
Q2  2022
Yacktman Asset Management Add 0.18% 2,509 0.00
Robert Olstein - Olstein Capital Management Add 3.26% 3,000 0.03
Harry Burn - Sound Shore Reduce 14.94% 84,585 0.61
Christopher Davis - Davis Advisors Reduce 1.79% 4,000 0.00
Jensen Investment Management Reduce 0.34% 615 0.00
First Eagle Investment Management Reduce 0.01% 2,855 0.00
Polen Capital Management Sell 100.00% 4,216 0.00
Q1  2022
First Eagle Investment Management Add 0.79% 204,315 0.04
Harry Burn - Sound Shore Add 42.78% 169,590 1.23
Robert Olstein - Olstein Capital Management Add 80.39% 41,000 0.42
Yacktman Asset Management Reduce 19.71% 350,010 0.26
Christopher Davis - Davis Advisors Reduce 5.97% 14,194 0.01
Jensen Investment Management Reduce 2.21% 4,060 0.00
Q4  2021
Charles Bobrinskoy - Ariel Focus Fund Add 17.40% 4,627 0.58
Robert Olstein - Olstein Capital Management Reduce 19.05% 12,000 0.12
Christopher Davis - Davis Advisors Reduce 11.18% 29,915 0.01
Harry Burn - Sound Shore Reduce 8.96% 39,000 0.29
Yacktman Asset Management Reduce 3.09% 56,626 0.04
First Eagle Investment Management Reduce 1.99% 522,140 0.11

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.