OAKMONT Corp - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, OAKMONT Corp held in its portfolio 31 assets valued at $578,109,047 (i.e. $578.11M).

The most valuable assets in the portfolio included: AMAZON.COM INC ($89.19M), MICROSOFT CORP ($82.75M), and MASTERCARD INCORPORATED ($69.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in OAKMONT Corp Portfolio

AMAZON.COM INC

MICROSOFT CORP

MASTERCARD INCORPORATED

APPLE INC

NVIDIA CORPORATION

S&P GLOBAL INC

FAIR ISAAC CORP

SPDR S&P 500 ETF TR

TRANSDIGM GROUP INC

WASTE CONNECTIONS INC

OAKMONT Corp - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AMAZON.COM INC	386395	89187694	COM
MICROSOFT CORP	171100	82747382	COM
MASTERCARD INCORPORATED	122179	69749548	CL A
APPLE INC	194926	52992582	COM
NVIDIA CORPORATION	262051	48872512	COM
S&P GLOBAL INC	81425	42551891	COM
FAIR ISAAC CORP	24267	41026276	COM
SPDR S&P 500 ETF TR	53241	36306103	TR UNIT
TRANSDIGM GROUP INC	25810	34323429	COM
WASTE CONNECTIONS INC	166458	29190075	COM
WALMART INC	252487	28129577	COM
COSTCO WHOLESALE CORP	22135	19087896	COM
BLACKSKY TECHNOLOGY INC	59809	1121419	COM CL A
ALPHABET INC- CL C	1884	591199	CAP STK CL C
ALPHABET INC- CL A	1886	590318	CAP STK CL A
HOME DEPOT INC	1032	355111	COM
RTX CORPORATION	1410	258594	COM
INTERNATIONAL BUSINESS MACHS	677	200534	COM
AFLAC INC	1459	160884	COM
INTEL CORP	2258	83320	COM
DEERE & CO	176	81940	COM
BANK AMERICA CORP	1455	80025	COM
CHUBB LIMITED	240	74909	COM
CARRIER GLOBAL CORPORATION	1413	74663	COM
AMGEN INC	198	64807	COM
OTIS WORLDWIDE CORP	705	61582	COM
UNION PAC CORP	180	41638	COM
STRYKER CORPORATION	100	35147	COM
CUMMINS INC	65	33179	COM
NORFOLK SOUTH CORP	110	31759	COM
KYNDRYL HOLDINGS INC	115	3054	COM