OAKMONT Corp
CIK 924171
13F filing for Q2 2026・No. 3,883
- Holdings
- US$502.51M
- Quarter change
- −US$23.98M
- Entries
- 31
- Net bought (estimate)
- −US$61.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 13
- Added 0
- Corporate actions 0
- Unchanged 17
Largest holdings
31 stocks worth US$502.51M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 349,766 | US$83.36M | 16.59% |
| MSFTMicrosoftCOM | Cut | 157,940 | US$58.91M | 11.72% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 110,708 | US$56.86M | 11.32% |
| AAPLAppleCOM | Cut | 175,641 | US$50.82M | 10.11% |
| NVDANvidiaCOM | Cut | 252,439 | US$50.51M | 10.05% |
| SPYSPDR S&P 500 ETF TRTR UNIT | Cut | 51,157 | US$38.2M | 7.60% |
| TDGTRANSDIGM GROUP INCCOM | Cut | 23,261 | US$30.98M | 6.17% |
| SPGIS&P GLOBAL INCCOM | Cut | 74,881 | US$30.5M | 6.07% |
| FICOFAIR ISAAC CORPCOM | Cut | 22,338 | US$26.69M | 5.31% |
| WMTWALMART INCCOM | Cut | 229,107 | US$25.95M | 5.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.