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OAKMONT Corp
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $517,926,941
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON.COM INC · COM · 023135106 · shares: $80,460,501
- MICROSOFT CORP · COM · 594918104 · shares: $74,952,642
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $56,370,160
- APPLE INC · COM · 037833100 · shares: $54,037,490
- NVIDIA CORPORATION · COM · 67066G104 · shares: $53,307,089
- SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $34,361,057
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $32,981,070
- S&P GLOBAL INC · COM · 78409V104 · shares: $27,341,110
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $23,255,331
- WALMART INC · COM · 931142103 · shares: $22,009,217
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON.COM INC | COM | 023135106 | — | 322,940 shares | $80,460,501 |
| MICROSOFT CORP | COM | 594918104 | — | 146,135 shares | $74,952,642 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 102,218 shares | $56,370,160 |
| APPLE INC | COM | 037833100 | — | 162,265 shares | $54,037,490 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 233,414 shares | $53,307,089 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 45,056 shares | $34,361,057 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 47,058 shares | $32,981,070 |
| S&P GLOBAL INC | COM | 78409V104 | — | 69,311 shares | $27,341,110 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 21,481 shares | $23,255,331 |
| WALMART INC | COM | 931142103 | — | 211,790 shares | $22,009,217 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 139,263 shares | $21,436,754 |
| COSTCO WHOLESALE CORP | COM | 22160K105 | — | 18,622 shares | $16,952,351 |
| TRULIEVE CANNABIS CORP | SUB VTG SHS | 89788C104 | — | 1,506,511 shares | $16,420,970 |
| BLACKSKY TECHNOLOGY INC | CL A NEW | 09263B207 | — | 53,239 shares | $1,134,523 |
| ALPHABET INC- CL A | CAP STK CL A | 02079K305 | — | 1,886 shares | $648,935 |
| ALPHABET INC- CL C | CAP STK CL C | 02079K107 | — | 1,884 shares | $641,954 |
| HOME DEPOT INC | COM | 437076102 | — | 1,032 shares | $293,594 |
| INTEL CORP | COM | 458140100 | — | 2,258 shares | $271,479 |
| RTX CORPORATION | COM | 75513E101 | — | 1,410 shares | $261,767 |
| AFLAC INC | COM | 001055102 | — | 1,459 shares | $163,087 |
| DEERE & CO | COM | 244199105 | — | 176 shares | $118,193 |
| AMGEN INC | COM | 031162100 | — | 198 shares | $83,459 |
| BANK AMERICA CORP | COM | 060505104 | — | 1,455 shares | $79,196 |
| CHUBB LIMITED | COM | H1467J104 | — | 240 shares | $78,060 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 1,413 shares | $77,517 |
| UNION PAC CORP | COM | 907818108 | — | 180 shares | $48,983 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 705 shares | $45,346 |
| NORFOLK SOUTH CORP | COM | 655844108 | — | 110 shares | $33,990 |
| CUMMINS INC | COM | 231021106 | — | 65 shares | $33,577 |
| STRYKER CORPORATION | COM | 863667101 | — | 100 shares | $27,539 |