Oakmont Corp as of Dec. 31, 2020
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 16.7 | $188M | 945k | 199.05 | |
| Roku Com Cl A (ROKU) | 16.2 | $182M | 549k | 332.02 | |
| Amazon (AMZN) | 15.6 | $176M | 54k | 3256.94 | |
| Microsoft Corporation (MSFT) | 8.4 | $95M | 428k | 222.42 | |
| Lockheed Martin Corporation (LMT) | 7.2 | $81M | 229k | 354.98 | |
| Apple (AAPL) | 6.6 | $74M | 558k | 132.69 | |
| Mastercard Cl A (MA) | 6.4 | $73M | 203k | 356.94 | |
| D.R. Horton (DHI) | 4.7 | $53M | 767k | 68.92 | |
| Facebook Cl A (META) | 4.7 | $53M | 193k | 273.16 | |
| salesforce (CRM) | 3.0 | $34M | 154k | 222.53 | |
| Qualcomm (QCOM) | 2.7 | $31M | 201k | 152.34 | |
| Lennar Corp Cl A (LEN) | 2.7 | $30M | 393k | 76.23 | |
| Metropcs Communications (TMUS) | 2.4 | $28M | 204k | 134.85 | |
| Liberty Oilfied Svcs Com Cla A (LBRT) | 1.1 | $12M | 1.2M | 10.31 | |
| NVIDIA Corporation (NVDA) | 0.5 | $5.1M | 9.8k | 522.22 | |
| Caesars Entertainment (CZR) | 0.2 | $2.2M | 30k | 74.27 | |
| S&p Global (SPGI) | 0.2 | $2.2M | 6.6k | 328.76 | |
| Stratus Pptys Com New (STRS) | 0.2 | $2.1M | 81k | 25.50 | |
| First American Financial (FAF) | 0.1 | $656k | 13k | 51.59 | |
| Shopify Cl A (SHOP) | 0.1 | $634k | 560.00 | 1132.14 | |
| Chewy Cl A (CHWY) | 0.1 | $575k | 6.4k | 89.84 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $408k | 1.3k | 314.33 | |
| Snap Cl A (SNAP) | 0.0 | $402k | 8.0k | 50.10 | |
| Pinterest Cl A (PINS) | 0.0 | $399k | 6.1k | 65.84 | |
| Home Depot (HD) | 0.0 | $311k | 1.2k | 265.81 | |
| Docusign (DOCU) | 0.0 | $293k | 1.3k | 222.64 | |
| Zendesk | 0.0 | $245k | 1.7k | 143.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $202k | 115.00 | 1756.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $201k | 115.00 | 1747.83 |
