← 机构持仓
ORCL

ORACLE CORP

3 家机构 · 合计 $654M
数据: SEC EDGAR 13F · 2026Q2
大师持有数 · 近 5 季ⓘ
3
2025Q2 – 2026Q2 · 与上季持平
总仓位
$654M
追踪机构合计持仓市值
本季净动作
↓ 减持
按持仓机构股数加权
持仓机构本季动作仓位价值占其组合风格
Polenⓘ减仓-28.86%$524M4.51%质量成长 / GARP 集中长持
Harris (Oakmark)减仓-12.11%$95M0.13%深度价值 / 逆向长持
Marathon减仓-12.46%$35M1.41%资本周期 / 反向价值
机构如何谈论它ⓘ
2026-08-20Aswath Damodaran (Musings on Markets)中性AI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!详情 →
2026-07-28Colossus (Invest Like the Best / Business Breakdowns)中性Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]详情 →
2026-07-10Horizon Kinetics看空Under the Hood Revived: What’s In Your Index? The Metamorphosis of the Mega-cap IT Company Business Model详情 →
2026-06-30Oakmark Funds看多The certainty trap | Fixed income market commentary 2Q 2026详情 →
2026-06-23Colossus (Invest Like the Best / Business Breakdowns)看空Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]详情 →
2026-05-29Colossus (Invest Like the Best / Business Breakdowns)看空Toast: Sticky SaaS - [Business Breakdowns, EP.247]详情 →
2026-03-31Oakmark Funds看多Painting with a finer brush | Fixed income market commentary 1Q 2026详情 →
2026-02-10Michael Mauboussin (Consilient Observer)看空Bayes and Base Rates: How History Can Guide Our Assessment of the Future详情 →
财报电话会ⓘ

暂无财报电话数据

财务速览ⓘFY2026 · 来源: SEC EDGAR 10-K

近5年营收年化 12% · 最新净利率 25.4% · 自由现金流有波动

营收$67.4B
营收同比+17.3%
毛利率—
净利率25.4%
净利润$17.1B
自由现金流-$23.7B
经营现金流$32.0B
ROE40.2%

来源：SEC EDGAR 公司年报(10-K)。外国发行人(20-F/IFRS)暂未覆盖。