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Broad Peak Investment Advisers’s Oracle ORCL Stock Holding History

Broad Peak Investment Advisers’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
Q1 		$51M Hold
347,000
– – 10.36% 5
2025
Q4 		$67.6M Buy
347,000
+279,000
+410% +$66.4M 12.13% 3
2025
Q3 		$19.1M Buy
+68,000
New +$17.3M 5.33% 5

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Broad Peak Investment Advisers's ORCL Position: Q1 2026 in Review

Broad Peak Investment Advisers held its Oracle (ORCL) position steady in Q1 2026 at 347,000 shares worth $51M. The position accounts for 10.36% of the portfolio, ranked #5.

Broad Peak Investment Advisers first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $67.6M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Broad Peak Investment Advisers held 347,000 shares of Oracle worth $51M as of Q1 2026.
  • Broad Peak Investment Advisers left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 10.36% of Broad Peak Investment Advisers's portfolio in Q1 2026, its #5 holding.
  • Broad Peak Investment Advisers first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Broad Peak Investment Advisers's Oracle position peaked at $67.6M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Broad Peak Investment Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.