Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,024,257 5.11 Reduce 30.08% 1.80 $134.57–226.29 · VW $195.55i $739,118,451 SEC
2025   Q4 7,185,496 5.98 Reduce 22.64% 1.92 $135.25–225.32 · VW $168.66i $1,400,525,092 SEC
2025   Q3 9,288,638 8.48 Reduce 22.49% 1.81 $185.63–345.72 · VW $244.43i $2,612,336,546 SEC
2025   Q2 11,983,204 8.04 Reduce 4.96% 0.28 $162.60–260.87 · VW $216.53i $2,619,887,945 SEC
2025   Q1 12,609,101 5.54 Add 17.58% 0.83 $118.86–167.12 · VW $150.50i $1,762,878,461 SEC
2024   Q4 10,723,731 4.83 Add 22.31% 0.88 $152.42–198.31 · VW $172.26i $1,787,002,544 SEC
2024   Q3 8,767,967 3.86 Buy 3.86 $137.95–196.04 · VW $172.94i $1,494,061,519 SEC
2022   Q2 0 0.00 Sell 100.00% <0.01 $63.76–79.88 · VW $72.60i SEC
2022   Q1 4,216 <0.01 $82.78 $349,000 SEC
2021   Q4 4,216 <0.01 $87.29 $368,000 SEC
2021   Q3 4,216 <0.01 Buy <0.01 $84.73–98.95 · VW $91.47i $367,000 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 $64.77–80.72 · VW $74.74i SEC
2020   Q4 11,968 <0.01 Reduce 98.05% 0.10 $58.01–66.36 · VW $62.96i $774,000 SEC
2020   Q3 614,183 0.10 Add 22.38% 0.02 $54.87–62.60 · VW $58.40i $36,667,000 SEC
2020   Q2 501,851 0.08 Add 58.03% 0.03 $50.91–58.45 · VW $55.53i $27,737,000 SEC
2020   Q1 317,570 0.07 Add 49.39% 0.02 $39.71–54.72 · VW $49.40i $15,348,000 SEC
2019   Q4 212,583 0.04 Reduce 98.59% 3.77 $47.90–56.66 · VW $51.34i $11,263,000 SEC
2019   Q3 15,058,061 3.82 Add 4.25% 0.16 $51.55–57.33 · VW $55.01i $828,645,000 SEC
2019   Q2 14,444,171 3.99 Add 3.07% 0.12 $49.89–60.50 · VW $54.15i $822,884,000 SEC
2019   Q1 14,013,917 3.93 Add 8.05% 0.29 $50.51–55.53 · VW $52.21i $752,687,000 SEC
2018   Q4 12,969,357 3.82 Add 2.39% 0.09 $42.40–53.03 · VW $49.19i $585,566,000 SEC
2018   Q3 12,666,244 3.72 Reduce 21.88% 1.00 $46.34–52.11 · VW $49.07i $653,071,000 SEC
2018   Q2 16,214,494 4.59 Reduce 0.41% 0.02 $42.57–49.70 · VW $46.95i $714,411,000 SEC
2018   Q1 16,280,492 5.29 Add 3.90% 0.20 $44.04–53.48 · VW $48.08i $744,833,000 SEC
2017   Q4 15,668,777 5.51 Add 2.03% 0.11 $45.92–52.79 · VW $49.79i $740,820,000 SEC
2017   Q3 15,357,706 5.98 Add 21.69% 1.07 $47.64–53.14 · VW $49.95i $742,545,000 SEC
2017   Q2 12,620,261 5.53 Add 7.26% 0.37 $43.74–51.85 · VW $48.64i $632,780,000 SEC
2017   Q1 11,766,021 4.88 Add 8.30% 0.37 $42.25–46.99 · VW $44.88i $524,882,000 SEC
2016   Q4 10,864,265 4.60 Add 7.21% 0.31 $37.64–43.26 · VW $41.16i $417,731,000 SEC
2016   Q3 10,133,372 4.74 Add 3.41% 0.16 $37.62–41.42 · VW $39.74i $398,039,000 SEC
2016   Q2 9,799,455 5.09 Add 11.35% 0.52 $38.08–41.91 · VW $40.40i $401,092,000 SEC
2016   Q1 8,800,921 4.94 Add 12.71% 0.56 $37.04–42.00 · VW $39.75i $360,046,000 SEC
2015   Q4 7,808,622 4.41 Add 9.44% 0.38 $33.13–39.39 · VW $36.43i $285,249,000 SEC
2015   Q3 7,134,873 4.72 Add 2.18% 0.10 $35.24–40.64 · VW $38.28i $257,712,000 SEC
2015   Q2 6,982,677 5.45 Reduce 2.26% 0.14 $35.14–45.24 · VW $39.16i $281,402,000 SEC
2015   Q1 7,144,395 6.01 Add 4.37% 0.25 $41.26–44.94 · VW $43.23i $308,281,000 SEC
2014   Q4 6,845,534 6.34 Reduce 1.99% 0.12 $39.92–46.71 · VW $43.48i $307,844,000 SEC
2014   Q3 6,984,325 6.01 Reduce 3.21% 0.21 $35.82–42.51 · VW $40.25i $267,360,000 SEC
2014   Q2 7,216,244 6.39 Reduce 4.94% 0.33 $39.53–43.19 · VW $41.42i $292,474,000 SEC
2014   Q1 7,591,331 6.72 Reduce 0.85% 0.05 $37.38–42.35 · VW $40.58i $310,561,000 SEC
2013   Q4 7,656,087 6.48 Add 25.82% 1.33 $33.22–39.37 · VW $37.23i $292,922,000 SEC
2013   Q3 6,084,748 4.65 Reduce 5.82% 0.29 $31.82–35.42 · VW $34.18i $201,831,000 SEC
2013   Q2 6,460,886 4.99 Buy 4.99 $29.86–34.75 · VW $32.16i $198,478,000 SEC
Price snapshot:
Current price$131.54
Avg. buy price$165.24
+/- since buy-20.40%
52-week low$131.35
52-week high$341.82