Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026
From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
Reduced
Compared with the manager's Q1 2026 13F
1,592,069
1,432,967
-10.0%
Share count drives classification; reported value also moves with price
0.86%
Within the filing's reported positions, not the manager's total assets
1
For Q2 2026
This task order is for oracle cloud infrastructure unclassified and classified cloud service offerings and enterprise support in support of…
$13.3M committed so farcould reach $77.1M
Starts Jan 30, 2026Runs until Dec 7, 2026
The Defense Department has already agreed to pay Oracle $13.3M. It could grow to $77.1M if they keep buying. The job runs until Dec 7, 2026.
10 different filers disclosed ORCL within 90 days. Disclosed 491 days after the transaction; reported as an official range, not an exact amount.
Neptune enterprise cloud
$2.44M committed so farcould reach $750M
Starts Jun 8, 2026Runs until May 25, 2027
The Defense Department has already agreed to pay Oracle $2.44M. It could grow to $750M if they keep buying. The job runs until May 25, 2027.
Congress trade
