Oakmont Corp as of Dec. 31, 2019
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.3 | $100M | 54k | 1847.85 | |
| Lockheed Martin Corporation (LMT) | 13.9 | $91M | 233k | 389.38 | |
| Roku (ROKU) | 13.2 | $86M | 644k | 133.90 | |
| Microsoft Corporation (MSFT) | 10.3 | $68M | 428k | 157.70 | |
| MasterCard Incorporated (MA) | 9.8 | $64M | 215k | 298.59 | |
| Apple (AAPL) | 6.9 | $45M | 154k | 293.65 | |
| Facebook Inc cl a (META) | 6.8 | $44M | 216k | 205.25 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.8 | $38M | 946k | 40.22 | |
| D.R. Horton (DHI) | 5.3 | $35M | 657k | 52.75 | |
| salesforce (CRM) | 4.4 | $29M | 177k | 162.64 | |
| Liberty Oilfield Services -a (LBRT) | 3.5 | $23M | 2.1M | 11.12 | |
| Qualcomm (QCOM) | 3.1 | $20M | 231k | 88.23 | |
| 2u (TWOU) | 0.7 | $4.5M | 188k | 23.99 | |
| Stratus Properties (STRS) | 0.4 | $2.5M | 81k | 30.98 | |
| Eldorado Resorts | 0.2 | $1.2M | 20k | 59.62 | |
| S&p Global (SPGI) | 0.1 | $786k | 2.9k | 273.11 | |
| Home Depot (HD) | 0.0 | $256k | 1.2k | 218.80 | |
| United Technologies Corporation | 0.0 | $249k | 1.7k | 150.00 | |
| Boeing Company (BA) | 0.0 | $228k | 700.00 | 325.71 | |
| Shopify Inc cl a (SHOP) | 0.0 | $223k | 560.00 | 398.21 |
