Terry Smith’s Oracle (ORCL) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Fundsmith LLP first reported Oracle in Q2 2016. Verified positive position history runs through Q3 2016. The current relationship status cannot be determined reliably from supported data.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $39.11 · Estimated holding basis $40.80
Filing context
Quarter-end price $40.80 · Estimated holding basis $40.80
1 unchanged quarter is collapsed by default.
How important was Oracle in Fundsmith LLP’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Who else owns Oracle?
Also reported by 3 other tracked investors in their latest verified filings.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.