SEC 13F Intelligence

Mar Vista Investment Partners LLC / ORCL

Mar Vista Investment Partners LLC’s Oracle Corp Position

Does Mar Vista Investment Partners LLC own Oracle Corp (ORCL)? Yes119.5K shares worth $18M (+1.76% of its 13F portfolio) as of Q1 2026, down from 122.1K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
119.5K
% of Portfolio
+1.76%
Quarters Held
18
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $112MQ4 ’18Q1 ’19: $143MQ2 ’19: $147MQ3 ’19: $147MQ3 ’19Q4 ’19: $134MQ1 ’23: $34MQ2 ’23: $79MQ2 ’23Q3 ’23: $79MQ4 ’23: $74MQ1 ’24: $85MQ1 ’24Q2 ’24: $83MQ3 ’24: $56MQ4 ’24: $53MQ4 ’24Q1 ’25: $38MQ2 ’25: $57MQ3 ’25: $60MQ3 ’25Q4 ’25: $24MQ1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.5K$18M+1.76%
Q4 2025122.1K$24M+2.18%
Q3 2025214.4K$60M+5.24%
Q2 2025262.6K$57M+4.40%
Q1 2025269.4K$38M+3.10%
Q4 2024320.0K$53M+3.65%
Q3 2024331.1K$56M+3.60%
Q2 2024584.6K$83M+4.06%
Q1 2024676.5K$85M+3.71%
Q4 2023706.5K$74M+3.40%
Q3 2023743.4K$79M+3.77%
Q2 2023660.6K$79M+3.29%
Q1 2023364.2K$34M+1.50%
Q4 20192.52M$134M+3.20%
Q3 20192.67M$147M+3.71%
Q2 20192.58M$147M+3.91%
Q1 20192.66M$143M+3.78%
Q4 20182.47M$112M+3.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of ORCL.