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Michael Lindsell, Nick Train

Lindsell Train

Lindsell Train Oracle Corp stake

total: 40

Lindsell Train ORCL trades

Total transactions:
4
New positions:
1
Added:
1
Reduced:
2
Held since:
2020 Q2
Held for:
25 quarters
Latest activity:
2025 Q3
According to 2026 Q2 report, Lindsell Train holds 9,000 Oracle Corp (ORCL) shares with a market value of roughly $1.32M accounting for 0.05% of the overall portfolio. To date, the estimated cost basis is nearly $56.45 for "buy" trades and estimated average "sell" price is $270.81. Lindsell Train first purchased ORCL in 2020 Q2, initially acquiring 18,600 shares. Since the initial investment in Oracle Corp (ORCL), Lindsell Train has made 3 more transactions.

How many ORCL shares does Lindsell Train currently hold?

According to 2026 Q2 report, Lindsell Train holds 9,000 shares of Oracle Corp (ORCL), valued at around $1.32M.

When did Lindsell Train buy Oracle Corp (ORCL)?

Lindsell Train first invested in Oracle Corp (ORCL) in 2020 Q2 at the reported quarter-end price of $55.27 per share.

What's the cost basis of Lindsell Train's ORCL stake?

The estimated cost basis for Oracle Corp (ORCL) stake is around $56.45 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$56.44
Weighted AVG sell price:
$270.80

Lindsell Train's historical trades in Oracle Corp

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
0.06%
9,000
$281.24
$2,531,160
-48.57% (-8,500)
-0.06%
2025 Q2
0.09%
17,500
$218.63
$3,826,025
-8.85% (-1,700)
-0.01%
2023 Q1
0.03%
19,200
$92.92
$1,784,064
+3.23% (+600)
+0%
2020 Q2
0.02%
$55.27
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.