Kinetic Partners Management’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-101,000	Closed	-$12.7M	–	30
2024 Q1	$12.7M	Sell	101,000 -125,300	-55%	-$15.7M	0.89%	26
2023 Q4	$23.9M	Buy	+226,300	New	+$23.9M	2.03%	19