Oakmont Corp as of Sept. 30, 2021
Portfolio Holdings for Oakmont Corp
Oakmont Corp holds 28 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 23.3 | $301M | 945k | 318.73 | |
| Amazon (AMZN) | 13.8 | $178M | 54k | 3285.04 | |
| Roku Com Cl A (ROKU) | 13.3 | $172M | 549k | 313.35 | |
| Microsoft Corporation (MSFT) | 9.3 | $121M | 428k | 281.92 | |
| Caesars Entertainment (CZR) | 8.0 | $103M | 918k | 112.28 | |
| Mastercard Incorporated Cl A (MA) | 5.5 | $71M | 203k | 347.68 | |
| D.R. Horton (DHI) | 5.0 | $64M | 767k | 83.97 | |
| Apple (AAPL) | 5.0 | $64M | 454k | 141.50 | |
| Ford Motor Company (F) | 4.2 | $54M | 3.8M | 14.16 | |
| Paypal Holdings (PYPL) | 4.0 | $51M | 196k | 260.21 | |
| Qualcomm (QCOM) | 2.0 | $26M | 200k | 128.98 | |
| Lennar Corp Cl A (LEN) | 1.9 | $25M | 262k | 93.68 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $24M | 266k | 88.14 | |
| Liberty Oilfield Svcs Com Cl A (LBRT) | 1.5 | $19M | 1.5M | 12.13 | |
| NVIDIA Corporation (NVDA) | 0.6 | $8.1M | 39k | 207.17 | |
| S&p Global (SPGI) | 0.2 | $2.7M | 6.4k | 424.91 | |
| Stratus Pptys Com New (STRS) | 0.2 | $2.6M | 81k | 32.35 | |
| General Motors Company (GM) | 0.1 | $1.5M | 28k | 52.71 | |
| First American Financial (FAF) | 0.1 | $853k | 13k | 67.09 | |
| Shopify Cl A (SHOP) | 0.1 | $759k | 560.00 | 1355.36 | |
| Snap Cl A (SNAP) | 0.0 | $593k | 8.0k | 73.90 | |
| Chewy Cl A (CHWY) | 0.0 | $436k | 6.4k | 68.12 | |
| Home Depot (HD) | 0.0 | $384k | 1.2k | 328.21 | |
| Docusign (DOCU) | 0.0 | $339k | 1.3k | 257.60 | |
| Pinterest Cl A (PINS) | 0.0 | $309k | 6.1k | 50.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $307k | 115.00 | 2669.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $307k | 115.00 | 2669.57 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $292k | 1.3k | 224.96 |
