SEC 13F Intelligence

Ogborne Capital Management, LLC / ORCL

Ogborne Capital Management, LLC’s Oracle Corp Position

Does Ogborne Capital Management, LLC own Oracle Corp (ORCL)? Not currently — the last reported position was 185.0K shares worth $21M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q4 2025
Shares
185.0K
% of Portfolio
+6.83%
Quarters Held
4
position exited

Position History ORCL

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q2 ’25: $17MQ2 ’25Q3 ’25: $15MQ3 ’25Q4 ’25: $21MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025185.0K$21M+6.83%
Q3 202555.0K$15M+2.27%
Q2 202580.0K$17M+4.34%
Q3 202425.0K$4M+1.12%

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