Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 29
- No 13F data for Q4 2020
- Portfolio value
- $1.14B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 944,709 | $210.9M | 18.5% | – | – | History |
| ROKURoku, Inc | COM CL A | 548,793 | $178.8M | 15.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 54,060 | $167.3M | 14.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 427,559 | $100.8M | 8.9% | – | – | History |
| GMGeneral Motors Co | COM | 1,582,783 | $90.9M | 8.0% | – | – | History |
| MAMastercard Inc | Stock | 203,436 | $72.4M | 6.4% | – | – | History |
| DHIHorton D R Inc | COM | 766,632 | $68.3M | 6.0% | – | – | History |
| AAPLApple Inc. | Stock | 454,221 | $55.5M | 4.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 195,916 | $47.6M | 4.2% | – | – | History |
| ZZillow Group, Inc. | CL C CAP STK | 252,543 | $32.7M | 2.9% | – | – | History |
| QCOMQualcomm Inc | Stock | 201,299 | $26.7M | 2.3% | – | – | History |
| LENLennar Corp | CL A | 262,173 | $26.5M | 2.3% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 204,179 | $25.6M | 2.2% | – | – | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,464,253 | $16.5M | 1.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 9,812 | $5.24M | 0.5% | – | – | History |
| CZRCaesars Entertainment, Inc. | COM | 30,280 | $2.65M | 0.2% | – | – | History |
| STRSStratus Properties Inc | COM NEW | 81,402 | $2.48M | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 6,631 | $2.34M | 0.2% | – | – | History |
| FAFFirst American Financial Corp | Stock | 12,715 | $720.0K | 0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 560 | $620.0K | 0.1% | – | – | History |
| CHWYChewy, Inc. | CL A | 6,400 | $542.0K | <0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 6,060 | $449.0K | <0.1% | – | – | History |
| SNAPSnap Inc | Stock | 8,024 | $420.0K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,170 | $357.0K | <0.1% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 1,298 | $348.0K | <0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 1,316 | $266.0K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 115 | $238.0K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 115 | $237.0K | <0.1% | – | – | History |
| ZENZendesk, Inc. | COM | 1,712 | $227.0K | <0.1% | – | – | History |