SEC 13F Intelligence

Antipodes Partners Ltd / ORCL

Antipodes Partners Ltd’s Oracle Corp Position

Does Antipodes Partners Ltd own Oracle Corp (ORCL)? Yes212.1K shares worth $31M (+0.60% of its 13F portfolio) as of Q1 2026, down from 239.7K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
212.1K
% of Portfolio
+0.60%
Quarters Held
19
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $88MQ4 ’18Q2 ’21: $73MQ3 ’21: $117MQ4 ’21: $120MQ4 ’21Q1 ’22: $236MQ2 ’22: $159MQ3 ’22: $142MQ3 ’22Q4 ’22: $169,063Q1 ’23: $178,161Q2 ’23: $182,454Q2 ’23Q3 ’23: $180,696Q4 ’23: $175,353Q1 ’24: $205,986Q1 ’24Q2 ’24: $177MQ3 ’24: $156MQ4 ’24: $86MQ4 ’24Q1 ’25: $39MQ4 ’25: $47MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026212.1K$31M+0.60%
Q4 2025239.7K$47M+0.98%
Q1 2025282.1K$39M+1.24%
Q4 2024518.0K$86M+3.00%
Q3 2024914.2K$156M+5.40%
Q2 20241.25M$177M+6.42%
Q1 20241.64M$205,986+6.52%
Q4 20231.66M$175,353+5.48%
Q3 20231.70M$180,696+5.81%
Q2 20231.53M$182,454+6.30%
Q1 20231.92M$178,161+6.17%
Q4 20222.07M$169,063+6.06%
Q3 20222.33M$142M+5.70%
Q2 20222.28M$159M+6.64%
Q1 20222.46M$236M+4.18%
Q4 20211.48M$120M+4.24%
Q3 20211.35M$117M+4.01%
Q2 2021941.0K$73M+2.64%
Q4 20181.95M$88M+4.36%

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