OAKMONT Corp: 13F holdings
CIK 9241712026Q2
| Positions | 31 |
|---|
| Reported value | $502.5m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 31 (+0 vs prior quarter) |
|---|
| Reported value | $502.5m (-4.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON.COM INC | 349,766 | $83.4m | 16.6% |
| MSFT MICROSOFT CORP | 157,940 | $58.9m | 11.7% |
| MA MASTERCARD INCORPORATED | 110,708 | $56.9m | 11.3% |
| AAPL APPLE INC | 175,641 | $50.8m | 10.1% |
| NVDA NVIDIA CORPORATION | 252,439 | $50.5m | 10.1% |
| SPY SPDR S&P 500 ETF TR | 51,157 | $38.2m | 7.6% |
| TDG TRANSDIGM GROUP INC | 23,261 | $31.0m | 6.2% |
| SPGI S&P GLOBAL INC | 74,881 | $30.5m | 6.1% |
| FICO FAIR ISAAC CORP | 22,338 | $26.7m | 5.3% |
| WMT WALMART INC | 229,107 | $25.9m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="924171")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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