OAKMONT Corp
OAKMONT Corp reported 31 holdings worth US$503M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
OAKMONT Corp reported 31 holdings worth US$503M as of Jun 30, 2026. Largest: Amazon.com, Inc., Microsoft Corp. and Mastercard Incorporated. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 31
- Value as reported
- US$503M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 350K | US$83.4M | 16.6% |
| Microsoft Corp. | 158K | US$58.9M | 11.7% |
| Mastercard Incorporated | 111K | US$56.9M | 11.3% |
| Apple Inc | 176K | US$50.8M | 10.1% |
| Nvidia Corporation | 252K | US$50.5M | 10.1% |
| Transdigm Group Inc. | 23,261 | US$31M | 6.2% |
| S&p Global Inc. | 74,881 | US$30.5M | 6.1% |
| Fair Isaac Corporation | 22,338 | US$26.7M | 5.3% |
| Walmart Inc. | 229K | US$25.9M | 5.2% |
| Waste Connections, Inc. | 151K | US$25.1M | 5.0% |
| Costco Wholesale Corporation | 20,158 | US$18.9M | 3.8% |
| Blacksky Technology Inc. | 53,239 | US$1.49M | 0.30% |
| Alphabet Inc (google) Class C | 3,749 | US$1.34M | 0.27% |
| Trulieve Cannabis Corp. | 1.51M | US$1.05M | 0.21% |
| Home Depot, Inc. (the) | 1,032 | US$364K | 0.07% |
| Intel Corporation | 2,258 | US$315K | 0.06% |
| Rtx Corporation | 1,410 | US$268K | 0.05% |
| Aflac Incorporated | 1,459 | US$171K | 0.03% |
| Deere & Company | 176 | US$112K | 0.02% |
| Carrier Global Corporation | 1,413 | US$104K | 0.02% |
| International Business Machines Corporation | 327 | US$91,956 | 0.02% |
| Bank Of America Corporation | 1,455 | US$82,906 | 0.02% |
| Amgen Inc. | 198 | US$71,700 | 0.01% |
| Otis Worldwide Corporation | 705 | US$50,478 | 0.01% |
| Union Pacific Corporation | 180 | US$48,960 | <0.01% |
| Cummins Inc. | 65 | US$46,359 | <0.01% |
| Norfolk Southern Corporation | 110 | US$34,605 | <0.01% |
| Stryker Corporation | 100 | US$31,484 | <0.01% |
| Kyndryl Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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