Polen Capital's position in Oracle is currently worth $1.61 Billion. That's 4.59% of their equity portfolio (8th largest holding). The first Oracle trade was made in Q2 2013. Since then Polen Capital bought shares 23 more times and sold shares on twelve occasions. The investor's estimated purchase price is $1.62 Billion, resulting in a loss of 0.3%.
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Oracle now sees at least $66 billion in fiscal 2026 revenue, around $1.5 billion more than analysts had expected. Capital spending also will increase.