TLDR
- Oracle CEO Larry Ellison’s $384 billion fortune spans three major public investments: Oracle (41% ownership worth $349 billion), Tesla shares ($19.1 billion), and Paramount Skydance (77% ownership worth $16 billion)
- Oracle stock surged after reporting 359% growth in future contracted revenue to $455 billion, driven by cloud computing and AI deals
- The company secured a massive $300 billion OpenAI contract and joined a TikTok partnership consortium
- Tesla holdings remain volatile due to CEO Elon Musk’s divided attention across multiple business ventures
- Paramount Skydance merger in August created new media opportunities backed by Ellison family wealth
Oracle CEO Larry Ellison commands one of the world’s largest investment portfolios, worth approximately $384 billion across three publicly traded companies. His holdings offer insight into tech sector opportunities and risks for investors.
Ellison owns 1.16 billion Oracle shares, representing 41% of the database giant. This stake accounts for $349 billion of his total wealth at current stock prices near $298 per share. Oracle’s recent quarterly results drove the stock surge that briefly made Ellison the world’s richest person.
The company reported remaining performance obligations jumped 359% to $455 billion. These contracted future revenues reflect Oracle’s strong position in cloud computing and artificial intelligence markets. Multicloud revenue from partnerships with Microsoft, Google, and Amazon increased over 1,500% during the quarter.
Oracle recently signed a $300 billion cloud contract with OpenAI, spanning five years. This represents one of the largest cloud agreements in history. The deal positions Oracle as a major player in AI infrastructure services.
Cloud Computing and TikTok Deals Drive Growth
Oracle joined a consortium working to maintain TikTok operations in the United States. Bernstein analyst Mark Shmulik highlighted benefits beyond direct revenue from this arrangement. The TikTok partnership could help Oracle demonstrate AI capabilities and gain valuable data access.
“Oracle recently announced $317B in new RPO which could make them the 3rd largest hyperscaler,” Shmulik noted. The analyst sees Oracle becoming more relevant with consumer internet companies through these strategic partnerships.
Ellison’s second-largest holding consists of 45 million Tesla shares worth $19.1 billion. Tesla stock has delivered strong long-term returns, rising from $16 six years ago to over $425 currently. However, the electric vehicle maker experiences high volatility linked to CEO Elon Musk’s activities.
Musk’s involvement in space exploration, social media ownership, and government consulting creates uncertainty around Tesla’s direction. The stock peaked in December before falling more than 50% in following months, reflecting investor concerns about leadership focus.
Media Investment Through Paramount Merger
The Ellison family owns 77% of Paramount Skydance, worth approximately $16 billion. This media conglomerate formed in August when Skydance Media, led by Ellison’s son David, acquired Paramount. The merger combined traditional Hollywood assets with technology industry connections.
Paramount Skydance trades at 12 times forward earnings, making it relatively affordable compared to growth stocks. The company has substantial funding access through Ellison family wealth. David Ellison announced a $7.7 billion Ultimate Fighting Championship content deal and plans to acquire Warner Bros. Discovery.
Oracle’s forward price-to-earnings ratio of 44 reflects high growth expectations. The massive contract backlog supports revenue projections as cloud computing demand continues expanding. Tesla remains volatile but offers electric vehicle market exposure. Paramount provides media industry transformation opportunities.
Oracle’s cloud infrastructure investments and AI partnerships position the company for continued growth in enterprise technology markets.
