Oakmont Corp as of Dec. 31, 2018
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 16 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 20.3 | $129M | 400k | 322.50 | |
| Amazon (AMZN) | 14.0 | $89M | 59k | 1501.96 | |
| Lockheed Martin Corporation (LMT) | 10.2 | $65M | 249k | 261.84 | |
| Microsoft Corporation (MSFT) | 7.9 | $50M | 496k | 101.57 | |
| MasterCard Incorporated (MA) | 7.3 | $47M | 247k | 188.65 | |
| Raytheon Company | 7.2 | $46M | 300k | 153.35 | |
| Xpo Logistics Inc equity (XPO) | 7.0 | $45M | 785k | 57.04 | |
| Cheniere Energy (LNG) | 6.2 | $40M | 671k | 59.19 | |
| Intuitive Surgical (ISRG) | 5.3 | $34M | 70k | 478.92 | |
| salesforce (CRM) | 4.3 | $28M | 202k | 136.97 | |
| WellCare Health Plans | 4.2 | $27M | 113k | 236.09 | |
| Roku (ROKU) | 3.5 | $22M | 729k | 30.64 | |
| 2u (TWOU) | 1.5 | $9.3M | 188k | 49.72 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $4.0M | 16k | 244.88 | |
| Stratus Properties (STRS) | 0.3 | $2.0M | 81k | 23.98 | |
| Home Depot (HD) | 0.0 | $201k | 1.2k | 171.79 |
