Holdings
OAKMONT Corp
As of Jun 30, 2026, OAKMONT Corp reported 28 positions worth US$464M. Largest: Amazon.com, Inc., Microsoft Corp. and Mastercard Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 350K | US$83.4M | −44,552 | Jun 30, 2026 |
| Microsoft Corp. | 158K | US$58.9M | −19,957 | Jun 30, 2026 |
| Mastercard Incorporated | 111K | US$56.9M | −13,959 | Jun 30, 2026 |
| Apple Inc | 176K | US$50.8M | −22,970 | Jun 30, 2026 |
| Nvidia Corporation | 252K | US$50.5M | −32,310 | Jun 30, 2026 |
| Transdigm Group Inc. | 23,261 | US$31M | −3,028 | Jun 30, 2026 |
| S&p Global Inc. | 74,881 | US$30.5M | −9,156 | Jun 30, 2026 |
| Fair Isaac Corporation | 22,338 | US$26.7M | −2,799 | Jun 30, 2026 |
| Walmart Inc. | 229K | US$25.9M | −28,512 | Jun 30, 2026 |
| Waste Connections, Inc. | 151K | US$25.1M | −18,769 | Jun 30, 2026 |