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Bowie Capital Management’s Oracle ORCL Stock Holding History

Bowie Capital Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.5M Buy
617,622
+239,051
+63% +$43.3M 3.85% 10
2026
Q1 		$55.7M Buy
378,571
+376,602
+19,127% +$61.2M 2.06% 22
2025
Q4 		$384K Buy
+1,969
New +$469K 0.02% 33
2025
Q3 		– Sell
-122,489
Closed -$26.8M – 38
2025
Q2 		$26.8M Buy
122,489
+19,490
+19% +$3.15M 1.25% 21
2025
Q1 		$14.4M Buy
+102,999
New +$16.8M 0.68% 26

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bowie Capital Management's ORCL Position: Q2 2026 in Review

Bowie Capital Management increased its Oracle (ORCL) stake by 63% in Q2 2026, buying an estimated $43.3M and bringing the position to 617,622 shares worth $90.5M. The position accounts for 3.85% of the portfolio, ranked #10.

Bowie Capital Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. 3,535 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bowie Capital Management held 617,622 shares of Oracle worth $90.5M as of Q2 2026.
  • Bowie Capital Management bought 239,051 Oracle shares in Q2 2026, an estimated $43.3M.
  • Oracle made up 3.85% of Bowie Capital Management's portfolio in Q2 2026, its #10 holding.
  • Bowie Capital Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • 3,535 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.