Polen Capital Management — ORCL

How Polen Capital Management's position in ORACLE CORP changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	5,024,257	$739,118,451	5.11%	TRIM
Q4 2025	7,185,496	$1,400,525,092	5.98%	NEW