Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OAKMONT Corp (CIK 924171) reported $526.5M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($82.1M, 15.60%), MSFT ($65.9M, 12.51%), MA ($62.3M, 11.83%), AAPL ($50.4M, 9.57%), NVDA ($49.7M, 9.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $82.1M | 15.60% | 394,318 | Added |
| 2 | MSFT | MICROSOFT CORP | $65.9M | 12.51% | 177,897 | Added |
| 3 | MA | MASTERCARD INCORPORATED | $62.3M | 11.83% | 124,667 | Added |
| 4 | AAPL | APPLE INC | $50.4M | 9.57% | 198,611 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $49.7M | 9.43% | 284,749 | Added |
| 6 | SPY | SPDR S&P 500 ETF TR | $36.9M | 7.01% | 56,725 | Added |
| 7 | SPGI | S&P GLOBAL INC | $35.7M | 6.79% | 84,037 | Added |
| 8 | WMT | WALMART INC | $32.0M | 6.08% | 257,619 | Added |
| 9 | TDG | TRANSDIGM GROUP INC | $30.5M | 5.79% | 26,289 | Added |
| 10 | WCN | WASTE CONNECTIONS INC | $27.5M | 5.23% | 169,412 | Added |
| 11 | FICO | FAIR ISAAC CORP | $26.8M | 5.10% | 25,137 | Added |
| 12 | COST | COSTCO WHOLESALE CORP | $22.6M | 4.30% | 22,716 | Added |
| 13 | BKSY | BLACKSKY TECHNOLOGY INC | $1.3M | 0.25% | 53,239 | New |
| 14 | GOOGL | ALPHABET INC- CL A | $542,338 | 0.10% | 1,886 | Hold |
| 15 | GOOG | ALPHABET INC- CL C | $540,444 | 0.10% | 1,884 | Hold |
| 16 | HD | HOME DEPOT INC | $339,414 | 0.06% | 1,032 | Hold |
| 17 | RTX | RTX CORPORATION | $271,989 | 0.05% | 1,410 | Hold |
| 18 | AFL | AFLAC INC | $160,067 | 0.03% | 1,459 | Hold |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $164,098 | 0.03% | 677 | Hold |
| 20 | INTC | INTEL CORP | $99,646 | 0.02% | 2,258 | Hold |
| 21 | DE | DEERE & CO | $99,141 | 0.02% | 176 | Hold |
| 22 | CARR | CARRIER GLOBAL CORPORATION | $79,566 | 0.02% | 1,413 | Hold |
| 23 | NSC | NORFOLK SOUTH CORP | $31,570 | 0.01% | 110 | Hold |
| 24 | OTIS | OTIS WORLDWIDE CORP | $54,341 | 0.01% | 705 | Hold |
| 25 | CB | CHUBB LIMITED | $78,223 | 0.01% | 240 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31