ORCL

Oracle Corp

15 super-investor ownerscombined $2.69Blargest position 4.5%

2 TRIM

15 of the 83 super-investors we track hold ORCL, worth a combined $2.69B per their latest 13F filings. The largest position: Polen Capital Management at 4.5% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 43 of 100 (how strongly the cohort backs it) — ranked #89 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.

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Why super-investors own ORCL

ORCL is held by 15 super-investors in our cohort, with a combined position value of $2.7B. The highest-conviction owner is Polen Capital Management at 4.5% of their portfolio. Cohort ownership has grown from 13 to 15 over the last four quarters — net interest is rising. This quarter the cohort registered 2 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 15

Peak: 20

Owners (15) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	First Eagle Investment Management	2.1%	40q	$1.25B	8,516,878
2	Joel Greenblatt	0.4%	40q	$697M	4,756,029
3	Polen Capital Management	4.5%	29q	$524M	3,574,259
4	Bill Nygren	0.1%	40q	$95M	650,879
5	Harry Burn	2.1%	29q	$67M	454,708
6	Jensen Investment Management	0.4%	40q	$17M	118,394
7	William Von Mueffling	2.3%	10q	$15M	105,457
8	Christopher Davis	<0.1%	40q	$11M	74,923
9	Wallace Weitz	0.6%	40q	$8M	55,000
10	John Rogers	<0.1%	40q	$2M	13,730
11	Mairs & Power Funds	<0.1%	40q	$2M	13,643
12	Hillman Capital Management	1.2%	2q	$2M	11,496
13	Lindsell Train	0.1%	25q	$1M	9,000
14	Thomas Russo	<0.1%	33q	$398K	2,715
15	Richard Pzena	<0.1%	31q	$304K	2,076