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Disclosery

ITHAKA GROUP LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ITHAKA GROUP LLC on ORCL, newest first. How the timeline and the estimate are built.

ITHAKA GROUP LLC held 45,382 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,382 shares
    Change vs previous 13F -2,699 shares

    1.21% of the 13F portfolio, value $6,650,732.

    13F-HR 0001104659-26-093794 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,081 shares
    Change vs previous 13F +2,866 shares

    1.47% of the 13F portfolio, value $7,073,196.

    13F-HR 0001104659-26-059088 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,215 shares
    Change vs previous 13F -1,134 shares

    1.57% of the 13F portfolio, value $8,812,856.

    13F-HR 0001104659-26-012519 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,349 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $13,035,193.

    13F-HR 0001104659-25-109736 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).