Overview
- Munro Global Growth Fund reported a -0.7% return for Q4 2025 and cited Oracle as a key detractor.
- Oracle reported Q2 fiscal 2026 revenue of $16.1 billion, up 14% year over year.
- Oracle shares closed at $193.61 on January 14, 2026, implying a market value of about $556 billion.
- Hedge-fund ownership ticked down to 122 portfolios from 124 in the prior quarter, and Mar Vista U.S. Quality Strategy reduced its Oracle position in Q4 2025.
- Munro linked weakness in Coreweave to its role enabling Oracle’s computing ambitions, tying the supplier’s performance to Oracle’s spending trajectory.