Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 3, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 29
- 0 vs. Q1 2021
- Portfolio value
- $1.33B
- +$193.3M (+17.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 944,709 | $259.4M | 19.5% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 548,793 | $252.0M | 18.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 54,060 | $186.0M | 14.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 427,559 | $115.8M | 8.7% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 913,898 | $94.8M | 7.1% | +883,618+2,918.2% | Added | History |
| MAMastercard Inc | Stock | 203,436 | $74.3M | 5.6% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 766,632 | $69.3M | 5.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 454,221 | $62.2M | 4.7% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 195,916 | $57.1M | 4.3% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,233,540 | $33.2M | 2.5% | +2,233,540 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 252,543 | $30.9M | 2.3% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 201,299 | $28.8M | 2.2% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 262,173 | $26.0M | 2.0% | 00.0% | Unchanged | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,545,694 | $21.9M | 1.6% | +81,441+5.6% | Added | History |
| NVDANVIDIA Corp | Stock | 9,812 | $7.85M | 0.6% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 6,631 | $2.72M | 0.2% | 00.0% | Unchanged | History |
| STRSStratus Properties Inc | COM NEW | 81,402 | $2.01M | 0.2% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 27,811 | $1.65M | 0.1% | −1,554,972−98.2% | Reduced | History |
| SHOPShopify Inc. | Stock | 560 | $818.0K | 0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 12,715 | $793.0K | 0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 8,024 | $547.0K | <0.1% | 00.0% | Unchanged | History |
| CHWYChewy, Inc. | CL A | 6,400 | $510.0K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 6,060 | $478.0K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,170 | $373.0K | <0.1% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 1,316 | $368.0K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 1,298 | $358.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 115 | $288.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 115 | $281.0K | <0.1% | 00.0% | Unchanged | History |
| ZENZendesk, Inc. | COM | 1,712 | $247.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.