The $384B Portfolio: What Oracle's Founder is Betting On

Larry Ellison briefly became the world’s richest person last week when Oracle stock surged after reporting $455B in remaining performance obligations (up 359% last quarter). But where exactly is this 81-year-old tech titan’s wealth concentrated?

Here’s the breakdown:

1. Oracle ($349B stake) Ellison owns 41% of the company he founded in 1977. The recent spike came from explosive cloud revenue — multicloud-based revenue from Microsoft, Alphabet, and Amazon jumped over 1,500% last quarter. Forward P/E of 44 seems pricey until you realize the backlog of future revenue is massive.

2. Tesla ($19.1B stake) He holds 1.4% of the EV giant — up from $16/share six years ago to $425+ today. But here’s the catch: it’s a wild rollercoaster tied to Elon’s unpredictability. The stock crashed 50% recently as Musk got distracted with Twitter, space exploration, and Trump’s government cost-cutting. Not exactly a sleep-well-at-night investment.

3. Paramount Skydance ($16B stake) Ellison’s son David runs this media powerhouse formed from merging Skydance with Paramount (which owns CBS). Trading at just 12x future earnings, it’s dirt cheap. The family is already making bold moves — $7.7B for UFC content rights and eyeing a Warner Bros. Discovery acquisition. With tech billionaire money backing it, Paramount finally has the firepower to compete in streaming wars.

The pattern? Ellison’s betting big on cloud infrastructure, AI-era technology, and media that can actually fund innovation. Three very different bets, but all riding on the future being digital and data-heavy.