JONES ROAD CAPITAL MANAGEMENT, L.P. ORCL — ORACLE CORP

Ownership history in JONES ROAD CAPITAL MANAGEMENT, L.P.  ·  18 quarters on record

AI Ownership Summary

JONES ROAD CAPITAL MANAGEMENT, L.P. reported ORACLE CORP (ORCL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.35% in 2026 Q1. The latest visible filing shows ORCL at 10.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JONES ROAD CAPITAL MANAGEMENT, L.P.'s position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ORCL was reported at 10.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORCL stock page JONES ROAD CAPITAL MANAGEMENT, L.P. fund profile JONES ROAD CAPITAL MANAGEMENT, L.P. full holdings
How JONES ROAD CAPITAL MANAGEMENT, L.P. held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 38,900 +6,000 +18.2% 10.35% $5.7M 2026-05-14 $195.61
2025 Q4 REDUCED 56.1% -24.3% ✅ 32,900 -42,100 -56.1% 4.15% $6.4M 2026-02-13 $159.58
2025 Q4 ADDED — — — 75,000 +32,100 +74.8% 9.45% $14.6M 2026-02-13 $159.58
2025 Q3 ADDED — — — 42,900 +21,400 +99.5% 7.14% $12.1M 2025-11-13 $216.24
2025 Q3 REDUCED 63.4% -30.4% ✅ 21,500 -37,200 -63.4% 3.58% $6.0M 2025-11-13 $216.24
2025 Q2 REDUCED 16.1% +29.6% ❌ 58,700 -11,300 -16.1% 5.43% $12.8M 2025-08-13 $242.27
2025 Q2 REDUCED 12.5% +29.6% ❌ 70,000 -10,000 -12.5% 6.48% $15.3M 2025-08-13 $242.27
2025 Q2 ADDED — — — 80,000 +7,400 +10.2% 7.40% $17.5M 2025-08-13 $242.27
2025 Q1 ADDED — — — 72,600 +16,710 +29.9% 6.34% $10.2M 2025-05-14 $161.33
2024 Q4 REDUCED 44.1% -15.9% ✅ 55,890 -44,110 -44.1% 4.52% $9.3M 2025-02-13 $171.52
2024 Q4 ADDED — — — 100,000 +39,510 +65.3% 8.09% $16.7M 2025-02-13 $171.52
2024 Q3 REDUCED 39.5% -1.8% ✅ 60,490 -39,510 -39.5% 3.22% $10.3M 2024-11-13 $186.62
2024 Q3 ADDED — — — 100,000 +50,000 +100.0% 5.33% $17.0M 2024-11-13 $186.62
2024 Q2 REDUCED 66.7% +21.0% ❌ 50,000 -100,000 -66.7% 3.34% $7.1M 2024-08-13 $131.83
2024 Q2 ADDED — — — 150,000 +100,000 +200.0% 10.02% $21.2M 2024-08-13 $131.83
2024 Q1 REDUCED 7.4% +14.3% ❌ 50,000 -4,000 -7.4% 4.70% $6.3M 2024-05-14 $118.35
2024 Q1 REDUCED 56.8% +14.3% ❌ 54,000 -71,000 -56.8% 5.07% $6.8M 2024-05-14 $118.35
2023 Q4 INITIATED — — — 125,000 — — 3.35% $13.2M 2024-02-14 $111.52

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

M37 Management LP 17.59% ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% Crabel Capital Management, LLC 3Y 7Y 9.82% Situational Awareness Partners LP 7.84% Situational Awareness LP 7.84% Alden Global Capital LLC 3Y 7Y 7.59% BLKBRD Asset Management, LP 7.13% Fairbanks Capital Management, Inc. 3Y 7Y 7.09% QVIDTVM Management LLC 3Y 7.03%

FAQ About JONES ROAD CAPITAL MANAGEMENT, L.P. and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has JONES ROAD CAPITAL MANAGEMENT, L.P. reported owning ORCL?

JONES ROAD CAPITAL MANAGEMENT, L.P. reported ORCL across 18 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ORCL position in JONES ROAD CAPITAL MANAGEMENT, L.P.'s portfolio?

The largest reported portfolio weight for ORCL was 10.35% in 2026 Q1.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2026 Q1, when JONES ROAD CAPITAL MANAGEMENT, L.P. reported 38,900 shares, equal to 10.35% of portfolio, with an estimated market value of $5.7M.

What does the chart on this ORCL ownership page compare?

The chart compares JONES ROAD CAPITAL MANAGEMENT, L.P.'s quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JONES ROAD CAPITAL MANAGEMENT, L.P. time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, JONES ROAD CAPITAL MANAGEMENT, L.P. correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on ORCL relative to SPY over the holding period was +6.0%.

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