Oakmont Corp as of March 31, 2020
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.4 | $105M | 54k | 1949.72 | |
| Lockheed Martin Corporation (LMT) | 14.5 | $79M | 233k | 338.95 | |
| Microsoft Corporation (MSFT) | 12.4 | $67M | 426k | 157.71 | |
| MasterCard Incorporated (MA) | 9.1 | $50M | 205k | 241.56 | |
| Roku (ROKU) | 8.8 | $48M | 548k | 87.48 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 7.7 | $42M | 944k | 44.31 | |
| Apple (AAPL) | 7.2 | $39M | 154k | 254.29 | |
| Facebook Inc cl a (META) | 6.6 | $36M | 215k | 166.80 | |
| salesforce (CRM) | 4.7 | $25M | 177k | 143.98 | |
| D.R. Horton (DHI) | 4.1 | $22M | 655k | 34.00 | |
| Qualcomm (QCOM) | 2.9 | $16M | 229k | 67.65 | |
| Liberty Oilfield Services -a (LBRT) | 1.0 | $5.6M | 2.1M | 2.69 | |
| 2u (TWOU) | 0.6 | $3.5M | 165k | 21.22 | |
| Stratus Properties (STRS) | 0.3 | $1.4M | 81k | 17.69 | |
| First American Financial (FAF) | 0.2 | $1.0M | 24k | 42.43 | |
| S&p Global (SPGI) | 0.1 | $705k | 2.9k | 244.96 | |
| Eldorado Resorts | 0.1 | $436k | 30k | 14.40 | |
| Chewy Inc cl a (CHWY) | 0.0 | $240k | 6.4k | 37.50 | |
| Shopify Inc cl a (SHOP) | 0.0 | $233k | 560.00 | 416.07 | |
| Home Depot (HD) | 0.0 | $218k | 1.2k | 186.32 |
