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	$22M	Buy	+150,000	New	+$27.2M	0.94%	30

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 2,953 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.
2,953 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.