SEC 13F Intelligence

Zimmer Partners, LP / ORCL

Zimmer Partners, LP’s Oracle Corp Position

Does Zimmer Partners, LP own Oracle Corp (ORCL)? Not currently — the last reported position was 375.0K shares worth $40M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q4 2023
Shares
375.0K
% of Portfolio
+1.45%
Quarters Held
12
position exited

Position History ORCL

Reported value by quarter
Q1 ’21: $39MQ1 ’21Q2 ’21: $55MQ3 ’21: $29MQ3 ’21Q4 ’21: $26MQ1 ’22: $54MQ1 ’22Q2 ’22: $35MQ3 ’22: $43MQ3 ’22Q4 ’22: $80MQ1 ’23: $100MQ1 ’23Q2 ’23: $48MQ3 ’23: $54MQ3 ’23Q4 ’23: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023375.0K$40M+1.45%
Q3 2023510.0K$54M+1.39%
Q2 2023400.0K$48M+1.12%
Q1 20231.07M$100M+2.05%
Q4 2022975.0K$80M+1.60%
Q3 2022710.5K$43M+0.94%
Q2 2022500.0K$35M+0.73%
Q1 2022650.0K$54M+0.77%
Q4 2021301.5K$26M+0.39%
Q3 2021337.5K$29M+0.46%
Q2 2021704.5K$55M+0.74%
Q1 2021550.0K$39M+0.52%

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