LongORCLJul 2026
Oracle Corporation
Alpine initiated Oracle positions in certain portfolios during Q2 after the stock's pullback. The manager acknowledges that the market is discounting negative free cash flow and…
ORCL
Which hedge funds are long ORCL?
2 published ideas on Oracle Corporation across 2 funds — 2 long and 0 short.
Oracle hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Oracle: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongORCLJul 2026
Oracle Corporation
Oracle is held as one of the portfolio's major hyperscaler cloud and AI service providers. Its shares lagged during the second quarter while investors focused more closely on the…