Oakmont Corp as of Sept. 30, 2020
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.6 | $170M | 54k | 3148.72 | |
| Sea Sponsord Ads (SE) | 15.0 | $145M | 942k | 154.04 | |
| Roku Com Cl A (ROKU) | 10.7 | $103M | 547k | 188.80 | |
| Microsoft Corporation (MSFT) | 9.3 | $90M | 426k | 210.33 | |
| Lockheed Martin Corporation (LMT) | 9.2 | $89M | 232k | 383.28 | |
| Mastercard Cl A (MA) | 7.2 | $69M | 205k | 338.17 | |
| Apple (AAPL) | 6.7 | $64M | 556k | 115.81 | |
| Facebook Cl A (META) | 5.2 | $50M | 192k | 261.90 | |
| D.R. Horton (DHI) | 5.1 | $49M | 649k | 75.63 | |
| salesforce (CRM) | 4.4 | $43M | 169k | 251.32 | |
| Qualcomm (QCOM) | 2.4 | $24M | 200k | 117.68 | |
| Metropcs Communications (TMUS) | 2.4 | $23M | 203k | 114.36 | |
| Lennar Corp Cl A (LEN) | 1.4 | $14M | 166k | 81.68 | |
| Liberty Oilfied Svcs Com Cla A (LBRT) | 1.3 | $13M | 1.6M | 7.99 | |
| NVIDIA Corporation (NVDA) | 0.5 | $5.2M | 9.6k | 541.25 | |
| 2u (TWOU) | 0.4 | $3.9M | 115k | 33.86 | |
| S&p Global (SPGI) | 0.2 | $2.4M | 6.6k | 360.58 | |
| Stratus Pptys Com New (STRS) | 0.2 | $1.8M | 81k | 21.56 | |
| Caesars Entertainment (CZR) | 0.2 | $1.7M | 30k | 56.04 | |
| First American Financial (FAF) | 0.1 | $1.2M | 24k | 50.90 | |
| Shopify Cl A (SHOP) | 0.1 | $573k | 560.00 | 1023.21 | |
| Chewy Cl A (CHWY) | 0.0 | $351k | 6.4k | 54.84 | |
| Home Depot (HD) | 0.0 | $325k | 1.2k | 277.78 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $315k | 1.3k | 242.68 | |
| Docusign (DOCU) | 0.0 | $283k | 1.3k | 215.05 | |
| Pinterest Cl A (PINS) | 0.0 | $252k | 6.1k | 41.58 | |
| Snap Cl A (SNAP) | 0.0 | $210k | 8.0k | 26.17 |
