Oakmont Corp as of Sept. 30, 2019
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.8 | $103M | 59k | 1735.91 | |
| Lockheed Martin Corporation (LMT) | 14.7 | $96M | 245k | 390.06 | |
| Roku (ROKU) | 11.5 | $74M | 731k | 101.76 | |
| Microsoft Corporation (MSFT) | 10.7 | $69M | 496k | 139.03 | |
| MasterCard Incorporated (MA) | 10.3 | $67M | 247k | 271.57 | |
| Facebook Inc cl a (META) | 6.7 | $43M | 243k | 178.08 | |
| Cisco Systems (CSCO) | 6.5 | $42M | 850k | 49.41 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.2 | $34M | 1.1M | 30.95 | |
| Progressive Corporation (PGR) | 4.8 | $31M | 399k | 77.25 | |
| salesforce (CRM) | 4.6 | $30M | 202k | 148.44 | |
| Qualcomm (QCOM) | 3.1 | $20M | 265k | 76.28 | |
| Liberty Oilfield Services -a (LBRT) | 2.8 | $18M | 1.6M | 10.83 | |
| Intuitive Surgical (ISRG) | 2.3 | $15M | 28k | 539.94 | |
| 2u (TWOU) | 0.5 | $3.1M | 188k | 16.28 | |
| Stratus Properties (STRS) | 0.4 | $2.4M | 81k | 29.37 | |
| Eldorado Resorts | 0.1 | $440k | 11k | 39.89 | |
| Home Depot (HD) | 0.0 | $271k | 1.2k | 231.62 | |
| Boeing Company (BA) | 0.0 | $266k | 700.00 | 380.00 | |
| United Technologies Corporation | 0.0 | $227k | 1.7k | 136.75 |
