Oakmont Corp as of June 30, 2021
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 29 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 19.5 | $259M | 945k | 274.60 | |
| Roku Com Cl A (ROKU) | 18.9 | $252M | 549k | 459.25 | |
| Amazon (AMZN) | 14.0 | $186M | 54k | 3440.16 | |
| Microsoft Corporation (MSFT) | 8.7 | $116M | 428k | 270.90 | |
| Caesars Entertainment (CZR) | 7.1 | $95M | 914k | 103.75 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $74M | 203k | 365.09 | |
| D.R. Horton (DHI) | 5.2 | $69M | 767k | 90.37 | |
| Apple (AAPL) | 4.7 | $62M | 454k | 136.96 | |
| Paypal Holdings (PYPL) | 4.3 | $57M | 196k | 291.48 | |
| Ford Motor Company (F) | 2.5 | $33M | 2.2M | 14.86 | |
| Zillow Group Cl C Cap Stk (Z) | 2.3 | $31M | 253k | 122.22 | |
| Qualcomm (QCOM) | 2.2 | $29M | 201k | 142.93 | |
| Lennar Corp Cl A (LEN) | 2.0 | $26M | 262k | 99.35 | |
| Liberty Oilfield Svcs Com Cla A (LBRT) | 1.6 | $22M | 1.5M | 14.16 | |
| NVIDIA Corporation (NVDA) | 0.6 | $7.9M | 9.8k | 800.14 | |
| S&p Global (SPGI) | 0.2 | $2.7M | 6.6k | 410.50 | |
| Stratus Pptys Com New (STRS) | 0.2 | $2.0M | 81k | 24.67 | |
| General Motors Company (GM) | 0.1 | $1.6M | 28k | 59.19 | |
| Shopify Cl A (SHOP) | 0.1 | $818k | 560.00 | 1460.71 | |
| First American Financial (FAF) | 0.1 | $793k | 13k | 62.37 | |
| Snap Cl A (SNAP) | 0.0 | $547k | 8.0k | 68.17 | |
| Chewy Cl A (CHWY) | 0.0 | $510k | 6.4k | 79.69 | |
| Pinterest Cl A (PINS) | 0.0 | $478k | 6.1k | 78.88 | |
| Home Depot (HD) | 0.0 | $373k | 1.2k | 318.80 | |
| Docusign (DOCU) | 0.0 | $368k | 1.3k | 279.64 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $358k | 1.3k | 275.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $288k | 115.00 | 2504.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $281k | 115.00 | 2443.48 | |
| Zendesk | 0.0 | $247k | 1.7k | 144.28 |
