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Oracle

Sector Information Technology

30 letters mention Oracle, from 9 managers. Page 1 of 2.

• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 3 times
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 2 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned 3 times
• Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned 2 times
• 2025 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 9 times
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 3 times
• Q2 2025 Horos Asset Management · Q2 2025 letter ↗ Javier Ruiz · mentioned once
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned 2 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2023 Greenhaven Road Capital · Q4 2023 letter ↗ Scott Miller · mentioned once
• Q1 2023 Greenhaven Road Capital · Q1 2023 letter ↗ Scott Miller · mentioned once
• Q4 2021 Greenhaven Road Capital · Q4 2021 letter ↗ Scott Miller · mentioned once
• Q1 2021 Laughing Water Capital · Q1 2021 letter ↗ Matthew Sweeney · mentioned 3 times
• Q1 2021 Greystone Capital · Q1 2021 letter ↗ Adam Wilk · mentioned 2 times
• Q4 2020 Greenhaven Road Capital · Q4 2020 letter ↗ Scott Miller · mentioned 6 times
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned 3 times
• Q3 2020 Greystone Capital · Q3 2020 letter ↗ Adam Wilk · mentioned 2 times
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · mentioned 2 times
• H1 2019 Emeth Value Capital · H1 2019 letter ↗ Andrew Carreon · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.