Miura Global Management’s Oracle ORCL Stock Holding History

Miura Global 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 Q1	–	Sell	-61,800	Closed	-$12.1M	–	17
2025 Q4	$12.1M	Buy	+61,800	New	+$14.7M	6.14%	3

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Miura Global Management's ORCL Position: Q4 2025 in Review

Miura Global Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 8,250 shares — an estimated $1.96M sold.

Miura Global Management first reported a position in ORCL in Q3 2024 and held it in 3 quarters. The position peaked at $2.32M in Q3 2025. 3,758 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Miura Global Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Miura Global Management sold 8,250 Oracle shares in Q4 2025, an estimated $1.96M.
Miura Global Management first reported a position in Oracle in Q3 2024 and held it in 3 quarters.
Miura Global Management's Oracle position peaked at $2.32M in Q3 2025.
3,758 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Miura Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.