OAKMONT Corp
OAKMONT Corp reported 31 positions worth $502.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AMZN (16.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $83.4M | 16.59% | 349,766 | — | — | |
| ▸ 2 | MSFT | SH | $58.9M | 11.72% | 157,940 | — | — | |
| ▸ 3 | MA | SH | $56.9M | 11.32% | 110,708 | — | — | |
| ▸ 4 | AAPL | SH | $50.8M | 10.11% | 175,641 | — | — | |
| ▸ 5 | NVDA | SH | $50.5M | 10.05% | 252,439 | — | — | |
| ▸ 6 | SPY | SH | $38.2M | 7.60% | 51,157 | — | — | |
| ▸ 7 | TDG | SH | $31.0M | 6.17% | 23,261 | — | — | |
| ▸ 8 | SPGI | SH | $30.5M | 6.07% | 74,881 | — | — | |
| ▸ 9 | FICO | SH | $26.7M | 5.31% | 22,338 | — | — | |
| ▸ 10 | WMT | SH | $25.9M | 5.16% | 229,107 | — | — |
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Frequently Asked Questions
What stocks does OAKMONT Corp hold as of Q2 2026?
OAKMONT Corp reported 31 positions worth $502.5M in its Q2 2026 13F filing. Largest positions: AMZN (16.6%), MSFT (11.7%), MA (11.3%), AAPL (10.1%) and NVDA (10.1%).
What did OAKMONT Corp buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OAKMONT Corp sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.