Investor
OAKMONT Corp
CIK 0000924171 · filed 2026-05-12 · SEC filing
13F book
$526.5M
Positions
31
1 new · 1 sold
Largest name
15.6%
Amazon Com Inc · AMZN
Est. mark
−$68.7M
Price effect on 30 names still held. Flow $17.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 394.3K | $82.1M | 15.6% | −$8.71M | Added−$7.06M |
| Microsoft Corp | MSFT | 177.9K | $65.9M | 12.5% | −$19.4M | Added−$16.9M |
| Mastercard Inc | MA | 124.7K | $62.3M | 11.8% | −$8.7M | Added−$7.46M |
| Apple Inc. | AAPL | 198.6K | $50.4M | 9.6% | −$3.52M | Added−$2.59M |
| Nvidia Corp | NVDA | 284.7K | $49.7M | 9.4% | −$3.17M | Added$787.7K |
| Spdr S&P 500 Etf Tr | — | 56.7K | $36.9M | 7.0% | −$1.68M | Added$584.4K |
| S&P Global Inc. | SPGI | 84K | $35.7M | 6.8% | −$7.92M | Added−$6.81M |
| Walmart Inc. | WMT | 257.6K | $32M | 6.1% | $3.25M | Added$3.89M |
| Transdigm Group Inc | TDG | 26.3K | $30.5M | 5.8% | −$4.41M | Added−$3.86M |
| Waste Connections, Inc. | WCN | 169.4K | $27.5M | 5.2% | −$2.15M | Added−$1.67M |
| Fair Isaac Corp | FICO | 25.1K | $26.8M | 5.1% | −$15.1M | Added−$14.2M |
| Costco Whsl Corp New | — | 22.7K | $22.6M | 4.3% | $2.97M | Added$3.55M |
| Blacksky Technology Inc | — | 53.2K | $1.34M | 0.3% | — | New |
| Alphabet Inc | — | 1.89K | $542.3K | 0.1% | −$48K | Held |
| Alphabet Inc | — | 1.88K | $540.4K | 0.1% | −$50.8K | Held |
| Home Depot, Inc. | HD | 1.03K | $339.4K | 0.1% | −$15.7K | Held |
| RTX Corp | RTX | 1.41K | $272K | 0.1% | $13.4K | Held |
| International Business Machs | — | 677 | $164.1K | 0.0% | −$36.4K | Held |
| Aflac Inc | AFL | 1.46K | $160.1K | 0.0% | −$817 | Held |
| Intel Corp | INTC | 2.26K | $99.6K | 0.0% | $16.3K | Held |
| Deere & Co | DE | 176 | $99.1K | 0.0% | $17.2K | Held |
| CARRIER GLOBAL Corp | CARR | 1.41K | $79.6K | 0.0% | $4.9K | Held |
| Chubb Limited | — | 240 | $78.2K | 0.0% | $3.31K | Held |
| Bank America Corp | — | 1.46K | $70.9K | 0.0% | −$9.09K | Held |
| Amgen Inc | AMGN | 198 | $69.7K | 0.0% | $4.86K | Held |
| Otis Worldwide Corp | OTIS | 705 | $54.3K | 0.0% | −$7.24K | Held |
| Union Pac Corp | — | 180 | $43.7K | 0.0% | $2.03K | Held |
| Cummins Inc | CMI | 65 | $35K | 0.0% | $1.79K | Held |
| Stryker Corp | SYK | 100 | $32.9K | 0.0% | −$2.29K | Held |
| Norfolk Southn Corp | — | 110 | $31.6K | 0.0% | −$189 | Held |
| Kyndryl Hldgs Inc | — | 115 | $1.51K | 0.0% | −$1.54K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.