OAKMONT Corp as of March 31, 2024
Portfolio Holdings for OAKMONT Corp
OAKMONT Corp holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.4 | $75M | 179k | 420.72 | |
| Amazon (AMZN) | 15.8 | $65M | 358k | 180.38 | |
| Mastercard Incorporated Cl A (MA) | 14.5 | $59M | 123k | 481.57 | |
| NVIDIA Corporation (NVDA) | 11.8 | $48M | 53k | 903.56 | |
| Apple (AAPL) | 11.5 | $47M | 273k | 171.48 | |
| Boeing Company (BA) | 7.8 | $32M | 165k | 192.99 | |
| Sea Ltd - Sponsord Ads (SE) | 4.6 | $19M | 351k | 53.71 | |
| Qualcomm (QCOM) | 4.0 | $17M | 98k | 169.30 | |
| S&p Global (SPGI) | 3.4 | $14M | 33k | 425.45 | |
| Roku Com Cl A (ROKU) | 3.2 | $13M | 200k | 65.17 | |
| Cadence Design Systems (CDNS) | 1.6 | $6.4M | 21k | 311.28 | |
| Chipotle Mexican Grill (CMG) | 1.5 | $5.9M | 2.0k | 2906.77 | |
| Liberty Energy Com Cl A (LBRT) | 0.6 | $2.4M | 116k | 20.72 | |
| Cue Health (HLTHQ) | 0.4 | $1.8M | 9.6M | 0.19 | |
| Broadcom (AVGO) | 0.3 | $1.3M | 966.00 | 1325.41 | |
| Blacksky Technology Com Cl A | 0.2 | $906k | 666k | 1.36 | |
| Home Depot (HD) | 0.1 | $396k | 1.0k | 383.60 | |
| Alphabet Inc- Cl C Cap Stk Cl C (GOOG) | 0.1 | $287k | 1.9k | 152.26 | |
| Alphabet Inc- Cl A Cap Stk Cl A (GOOGL) | 0.1 | $285k | 1.9k | 150.93 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $138k | 1.4k | 97.53 | |
| AFLAC Incorporated (AFL) | 0.0 | $125k | 1.5k | 85.86 | |
| Intel Corporation (INTC) | 0.0 | $100k | 2.3k | 44.17 | |
| Carrier Global Corporation (CARR) | 0.0 | $82k | 1.4k | 58.13 | |
| Deere & Company (DE) | 0.0 | $72k | 176.00 | 410.74 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $70k | 705.00 | 99.27 | |
| Chubb (CB) | 0.0 | $62k | 240.00 | 259.13 | |
| Amgen (AMGN) | 0.0 | $56k | 198.00 | 284.32 | |
| Bank of America Corporation (BAC) | 0.0 | $55k | 1.5k | 37.92 | |
| Union Pacific Corporation (UNP) | 0.0 | $44k | 180.00 | 245.93 | |
| Stryker Corporation (SYK) | 0.0 | $36k | 100.00 | 357.87 | |
| Norfolk Southern (NSC) | 0.0 | $28k | 110.00 | 254.87 | |
| Cummins (CMI) | 0.0 | $19k | 65.00 | 294.65 |
