SEC 13F Intelligence

Marathon Asset Management Ltd / ORCL

Marathon Asset Management Ltd’s Oracle Corp Position

Does Marathon Asset Management Ltd own Oracle Corp (ORCL)? Yes271.0K shares worth $40M (+1.53% of its 13F portfolio) as of Q1 2026, up from 144.8K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
271.0K
% of Portfolio
+1.53%
Quarters Held
19
currently held

Position History ORCL

Reported value by quarter
Q3 ’21: $332MQ3 ’21Q4 ’21: $137MQ1 ’22: $120MQ2 ’22: $96MQ2 ’22Q3 ’22: $46MQ4 ’22: $64MQ1 ’23: $63MQ1 ’23Q2 ’23: $60MQ3 ’23: $43MQ4 ’23: $38MQ4 ’23Q1 ’24: $51MQ2 ’24: $54MQ3 ’24: $59MQ3 ’24Q4 ’24: $55MQ1 ’25: $45MQ2 ’25: $69MQ2 ’25Q3 ’25: $49MQ4 ’25: $28MQ1 ’26: $40MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026271.0K$40M+1.53%
Q4 2025144.8K$28M+1.09%
Q3 2025172.6K$49M+1.79%
Q2 2025315.1K$69M+2.21%
Q1 2025319.1K$45M+1.36%
Q4 2024329.6K$55M+1.53%
Q3 2024345.3K$59M+1.63%
Q2 2024379.3K$54M+1.68%
Q1 2024402.2K$51M+1.35%
Q4 2023363.0K$38M+1.07%
Q3 2023407.5K$43M+1.34%
Q2 2023504.1K$60M+1.69%
Q1 2023679.1K$63M+1.76%
Q4 2022778.9K$64M+1.72%
Q3 2022749.4K$46M+1.36%
Q2 20221.37M$96M+1.60%
Q1 20221.45M$120M+1.63%
Q4 20211.57M$137M+1.70%
Q3 20213.81M$332M+4.03%

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