OAKMONT Corp

13F filer · CIK 0000924171

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$503MU.S. long equity reported on 13F

Positions311 new · 1 closed

Net flow last quarter-$47.6MBuys minus sells

Top 10 positions weight90.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202631 positions
AMZNAmazon Com Inc	$83.4M	16.59%	0.00%	-11.3%	Q4 2015
MSFTMicrosoft Corp	$58.9M	11.72%	0.00%	-11.2%	Q2 2017
MAMastercard Inc	$56.9M	11.32%	0.01%	-11.2%	Q2 2013
AAPLApple Inc.	$50.8M	10.11%	0.00%	-11.6%	Q4 2014
NVDANvidia Corp	$50.5M	10.05%	0.00%	-11.4%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$38.2M	7.60%	Not reported	-9.8%	Q4 2024
TDGTransDigm Group INC	$31M	6.17%	0.04%	-11.5%	Q3 2024
SPGIS&P Global Inc.	$30.5M	6.07%	0.03%	-10.9%	Q4 2019
FICOFair Isaac Corp	$26.7M	5.31%	0.10%	-11.1%	Q2 2024
WMTWalmart Inc.	$25.9M	5.16%	0.00%	-11.1%	Q1 2025
WCNWaste Connections, Inc.	$25.1M	5.00%	0.06%	-11.1%	Q2 2025
COSTCostco Wholesale Corp	$18.9M	3.75%	0.00%	-11.3%	Q4 2025
BKSYBlackSky Technology Inc.	$1.49M	0.30%	0.13%	Not reported	Q1 2022
TRLVTrulieve Cannabis Corp.	$1.05M	0.21%	0.78%	New	Q2 2026
GOOGLAlphabet Inc.	$674K	0.13%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$666K	0.13%	Not reported	Not reported	Q4 2020
HDHome Depot, Inc.	$364K	0.07%	0.00%	Not reported	Q3 2013
INTCIntel Corp	$315K	0.06%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$268K	0.05%	0.00%	Not reported	Q1 2022
AFLAflac Inc	$171K	0.03%	0.00%	Not reported	Q1 2022
DEDeere & Co	$112K	0.02%	0.00%	Not reported	Q1 2022
CARRCARRIER GLOBAL Corp	$104K	0.02%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$92K	0.02%	0.00%	-51.7%	Q4 2025
BACBank of America Corp	$82.9K	0.02%	0.00%	Not reported	Q4 2016
CBChubb Ltd	$81.8K	0.02%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$71.7K	0.01%	0.00%	Not reported	Q1 2022
OTISOtis Worldwide Corp	$50.5K	0.01%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$49K	0.01%	0.00%	Not reported	Q2 2013
CMICummins Inc	$46.4K	0.01%	0.00%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$34.6K	0.01%	0.00%	Not reported	Q1 2022
SYKStryker Corp	$31.5K	0.01%	0.00%	Not reported	Q1 2022
Q1 2026Reported May 12, 202631 positions
AMZNAmazon Com Inc	$82.1M	15.60%	0.00%	+2.1%	Q4 2015
MSFTMicrosoft Corp	$65.9M	12.51%	0.00%	+4.0%	Q2 2017
MAMastercard Inc	$62.3M	11.83%	0.01%	+2.0%	Q2 2013
AAPLApple Inc.	$50.4M	9.57%	0.00%	+1.9%	Q4 2014
NVDANvidia Corp	$49.7M	9.43%	0.00%	+8.7%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$36.9M	7.01%	Not reported	+6.5%	Q4 2024
SPGIS&P Global Inc.	$35.7M	6.79%	0.03%	+3.2%	Q4 2019
WMTWalmart Inc.	$32M	6.08%	0.00%	+2.0%	Q1 2025
TDGTransDigm Group INC	$30.5M	5.79%	0.05%	+1.9%	Q3 2024
WCNWaste Connections, Inc.	$27.5M	5.23%	0.07%	+1.8%	Q2 2025
FICOFair Isaac Corp	$26.8M	5.10%	0.11%	+3.6%	Q2 2024
COSTCostco Wholesale Corp	$22.6M	4.30%	0.01%	+2.6%	Q4 2025
BKSYBlackSky Technology Inc.	$1.34M	0.25%	0.14%	-11.0%	Q1 2022
GOOGLAlphabet Inc.	$542K	0.10%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$540K	0.10%	Not reported	Not reported	Q4 2020
HDHome Depot, Inc.	$339K	0.06%	0.00%	Not reported	Q3 2013
RTXRTX Corp	$272K	0.05%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$164K	0.03%	0.00%	Not reported	Q4 2025
AFLAflac Inc	$160K	0.03%	0.00%	Not reported	Q1 2022
INTCIntel Corp	$99.6K	0.02%	0.00%	Not reported	Q1 2022
DEDeere & Co	$99.1K	0.02%	0.00%	Not reported	Q1 2022
CARRCARRIER GLOBAL Corp	$79.6K	0.02%	0.00%	Not reported	Q1 2022
CBChubb Ltd	$78.2K	0.01%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$70.9K	0.01%	0.00%	Not reported	Q4 2016
AMGNAmgen Inc	$69.7K	0.01%	0.00%	Not reported	Q1 2022
OTISOtis Worldwide Corp	$54.3K	0.01%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$43.7K	0.01%	0.00%	Not reported	Q2 2013
CMICummins Inc	$35K	0.01%	0.00%	Not reported	Q2 2013
SYKStryker Corp	$32.9K	0.01%	0.00%	Not reported	Q1 2022
NSCNorfolk Southern Corp	$31.6K	0.01%	0.00%	Not reported	Q1 2022
KDKyndryl Holdings, Inc.	$1.51K	0.00%	0.00%	Not reported	Q4 2025
Q4 2025Reported Jan 20, 202631 positions
AMZNAmazon Com Inc	$89.2M	15.43%	0.00%	+1.8%	Q4 2015
MSFTMicrosoft Corp	$82.7M	14.31%	0.00%	+1.4%	Q2 2017
MAMastercard Inc	$69.7M	12.07%	0.01%	+0.6%	Q2 2013
AAPLApple Inc.	$53M	9.17%	0.00%	+2.5%	Q4 2014
NVDANvidia Corp	$48.9M	8.45%	0.00%	-1.7%	Q3 2020
SPGIS&P Global Inc.	$42.6M	7.36%	0.03%	+2.4%	Q4 2019
FICOFair Isaac Corp	$41M	7.10%	0.10%	+4.2%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$36.3M	6.28%	Not reported	+2.7%	Q4 2024
TDGTransDigm Group INC	$34.3M	5.94%	0.05%	+2.3%	Q3 2024
WCNWaste Connections, Inc.	$29.2M	5.05%	0.07%	+2.3%	Q2 2025
WMTWalmart Inc.	$28.1M	4.87%	0.00%	+2.3%	Q1 2025
COSTCostco Wholesale Corp	$19.1M	3.30%	0.01%	New	Q4 2025
BKSYBlackSky Technology Inc.	$1.12M	0.19%	0.17%	-18.3%	Q1 2022
GOOGAlphabet Inc.	$591K	0.10%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$590K	0.10%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$355K	0.06%	0.00%	Not reported	Q3 2013
RTXRTX Corp	$259K	0.04%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$201K	0.03%	0.00%	New	Q4 2025
AFLAflac Inc	$161K	0.03%	0.00%	Not reported	Q1 2022
INTCIntel Corp	$83.3K	0.01%	0.00%	Not reported	Q1 2022
DEDeere & Co	$81.9K	0.01%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$80K	0.01%	0.00%	Not reported	Q4 2016
CBChubb Ltd	$74.9K	0.01%	0.00%	Not reported	Q1 2022
CARRCARRIER GLOBAL Corp	$74.7K	0.01%	0.00%	Not reported	Q1 2022
AMGNAmgen Inc	$64.8K	0.01%	0.00%	Not reported	Q1 2022
OTISOtis Worldwide Corp	$61.6K	0.01%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$41.6K	0.01%	0.00%	Not reported	Q2 2013
SYKStryker Corp	$35.1K	0.01%	0.00%	Not reported	Q1 2022
CMICummins Inc	$33.2K	0.01%	0.00%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$31.8K	0.01%	0.00%	Not reported	Q1 2022
KDKyndryl Holdings, Inc.	$3.05K	0.00%	0.00%	New	Q4 2025
Q3 2025Reported Nov 7, 202530 positions
MSFTMicrosoft Corp	$87.4M	15.62%	0.00%	-20.3%	Q2 2017
AMZNAmazon Com Inc	$83.4M	14.90%	0.00%	-7.4%	Q4 2015
MAMastercard Inc	$69.1M	12.34%	0.01%	-1.7%	Q2 2013
NVDANvidia Corp	$49.7M	8.89%	0.00%	-28.2%	Q3 2020
AAPLApple Inc.	$48.4M	8.65%	0.00%	-1.8%	Q4 2014
SPGIS&P Global Inc.	$38.7M	6.92%	0.03%	-1.6%	Q4 2019
FICOFair Isaac Corp	$34.9M	6.23%	0.10%	-1.7%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$34.5M	6.17%	Not reported	-1.6%	Q4 2024
TDGTransDigm Group INC	$33.3M	5.94%	0.04%	+26.8%	Q3 2024
WCNWaste Connections, Inc.	$28.6M	5.11%	0.06%	+163.9%	Q2 2025
WMTWalmart Inc.	$25.4M	4.55%	0.00%	+123.6%	Q1 2025
CMGChipotle Mexican Grill Inc	$21.2M	3.78%	0.04%	-5.3%	Q4 2022
BKSYBlackSky Technology Inc.	$1.48M	0.26%	0.21%	-12.0%	Q1 2022
LBRTLiberty Energy Inc.	$1.14M	0.20%	Not reported	Not reported	Q2 2019
GOOGAlphabet Inc.	$459K	0.08%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$458K	0.08%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$418K	0.07%	0.00%	Not reported	Q3 2013
RTXRTX Corp	$236K	0.04%	0.00%	Not reported	Q1 2022
AFLAflac Inc	$163K	0.03%	0.00%	Not reported	Q1 2022
CARRCARRIER GLOBAL Corp	$84.4K	0.02%	0.00%	Not reported	Q1 2022
DEDeere & Co	$80.5K	0.01%	0.00%	Not reported	Q1 2022
INTCIntel Corp	$75.8K	0.01%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$75.1K	0.01%	0.00%	Not reported	Q4 2016
CBChubb Ltd	$67.7K	0.01%	0.00%	Not reported	Q1 2022
OTISOtis Worldwide Corp	$64.5K	0.01%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$55.9K	0.01%	0.00%	Not reported	Q1 2022
UNPUnion Pacific Corp	$42.5K	0.01%	0.00%	Not reported	Q2 2013
SYKStryker Corp	$37K	0.01%	0.00%	Not reported	Q1 2022
NSCNorfolk Southern Corp	$33K	0.01%	0.00%	Not reported	Q1 2022
CMICummins Inc	$27.5K	0.00%	0.00%	Not reported	Q2 2013

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