Oakmont Corp as of June 30, 2020
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 22 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.4 | $149M | 54k | 2758.82 | |
| Sea Sponsored Ads (SE) | 13.2 | $101M | 942k | 107.24 | |
| Microsoft Corporation (MSFT) | 11.3 | $87M | 426k | 203.51 | |
| Lockheed Martin Corporation (LMT) | 11.0 | $85M | 232k | 364.92 | |
| Roku Com Cla A (ROKU) | 8.3 | $64M | 547k | 116.53 | |
| Mastercard Cl A (MA) | 7.9 | $61M | 205k | 295.70 | |
| Apple (AAPL) | 6.6 | $51M | 139k | 364.80 | |
| Facebook Cl A (META) | 5.7 | $44M | 192k | 227.07 | |
| D.R. Horton (DHI) | 4.3 | $33M | 596k | 55.45 | |
| salesforce (CRM) | 4.3 | $33M | 177k | 187.33 | |
| Metropcs Communications (TMUS) | 2.8 | $21M | 203k | 104.15 | |
| Qualcomm (QCOM) | 2.4 | $18M | 200k | 91.21 | |
| Liberty Oilfied Svcs Com Cla A (LBRT) | 1.2 | $9.5M | 1.7M | 5.48 | |
| 2u | 0.8 | $6.2M | 165k | 37.92 | |
| Stratus Pptys Com New (STRS) | 0.2 | $1.6M | 81k | 19.82 | |
| Eldorado Resorts | 0.2 | $1.2M | 30k | 40.06 | |
| First American Financial (FAF) | 0.1 | $1.1M | 24k | 48.01 | |
| S&p Global (SPGI) | 0.1 | $948k | 2.9k | 329.40 | |
| Shopify Cl A (SHOP) | 0.1 | $532k | 560.00 | 950.00 | |
| Home Depot (HD) | 0.0 | $293k | 1.2k | 250.43 | |
| Chewy Cl A (CHWY) | 0.0 | $286k | 6.4k | 44.69 | |
| Docusign (DOCU) | 0.0 | $227k | 1.3k | 172.49 |
