OAKMONT CORP 13F Holdings

CIK 0000924171 · LOS ANGELES, CA

As of Sep 30, 2025, OAKMONT CORP reported 30 positions worth $559.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology168,746$87.4M15.62%
AMAZON.COM INCAMZNEquity379,718$83.4M14.90%
MASTERCARD INCMAFinancial Services121,403$69.1M12.34%
NVIDIA CORPNVDATechnology266,560$49.7M8.89%
APPLE INCAAPLTechnology190,098$48.4M8.65%
S&P GLOBAL INCSPGIFinancial Services79,493$38.7M6.92%
FAIR ISAAC CORPFICOTechnology23,293$34.9M6.23%
SPDR S&P 500 ETF TRUSTSPY—51,826$34.5M6.17%
TRANSDIGM GROUP INCTDGIndustrials25,230$33.3M5.94%
WASTE CONNECTIONS INCWCNIndustrials162,684$28.6M5.11%
WALMART INCWMTConsumer Defensive246,867$25.4M4.55%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical539,713$21.2M3.78%
BLACKSKY TECHNOLOGY INCBKSYTechnology73,239 .5M0.26%
LIBERTY ENERGY INCLBRTEnergy92,000 .1M0.20%
ALPHABET INCGOOGEquity1,884$458.8K0.08%
ALPHABET INCGOOGLEquity1,886$458.5K0.08%
HOME DEPOT INCHDConsumer Cyclical1,032$418.2K0.07%
RTX CORPRTXEquity1,410$235.9K0.04%
AFLAC INCAFLFinancial Services1,459 63.0K0.03%
CARRIER GLOBAL CORPCARRBasic Materials1,413$84.4K0.02%
DEERE & CODEIndustrials176$80.5K0.01%
INTEL CORPINTCTechnology2,258$75.8K0.01%
BANK OF AMERICA CORPBACFinancial Services1,455$75.1K0.01%
CHUBB LTDCBFinancial Services240$67.7K0.01%
OTIS WORLDWIDE CORPOTISIndustrials705$64.5K0.01%