{
 "company": "Oracle",
 "ticker": "ORCL",
 "page": "https://www.moatshark.com/s/orcl",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 4.51,
   "value_usd": 523807723,
   "change": "REDUCE",
   "share_change_pct": -28.9,
   "quarters_held": 8
  },
  {
   "manager": "Cantillon Capital Management",
   "moatshark_slug": "cantillon-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 2.32,
   "value_usd": 15454723,
   "change": "REDUCE",
   "share_change_pct": -91.8,
   "quarters_held": 10
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 2.05,
   "value_usd": 1248148495,
   "change": "ADD",
   "share_change_pct": 1,
   "quarters_held": 53
  },
  {
   "manager": "Weitz Investment Management",
   "moatshark_slug": "weitz-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.56,
   "value_usd": 8060250,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "manager": "Jensen Investment Management",
   "moatshark_slug": "jensen-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.42,
   "value_usd": 17350641,
   "change": "REDUCE",
   "share_change_pct": -2,
   "quarters_held": 53
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0.13,
   "value_usd": 95386317,
   "change": "REDUCE",
   "share_change_pct": -12.1,
   "quarters_held": 53
  },
  {
   "manager": "Davis Selected Advisers",
   "moatshark_slug": "davis-selected-advisers",
   "period": "2026-06-30",
   "portfolio_pct": 0.05,
   "value_usd": 10974177,
   "change": "REDUCE",
   "share_change_pct": -6.8,
   "quarters_held": 53
  },
  {
   "manager": "Lindsell Train",
   "moatshark_slug": "lindsell-train",
   "period": "2026-06-30",
   "portfolio_pct": 0.05,
   "value_usd": 1318950,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 25
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 1999382,
   "change": "REDUCE",
   "share_change_pct": -55.6,
   "quarters_held": 53
  },
  {
   "manager": "Gardner Russo & Quinn",
   "moatshark_slug": "gardner-russo-quinn",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 397883,
   "change": "REDUCE",
   "share_change_pct": -24.6,
   "quarters_held": 25
  }
 ]
}