We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list.
Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP
The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of PUT bets worth close to 7 million shares. The firm offers products and services that address enterprise information technology environments worldwide.
Cloud services account for the largest share in the revenue mix for the company. In recent months, Oracle has started building data centers within AWS, Azure, and Google Cloud. It is also partnering with OpenAI on a $300 billion Stargate AI project.