Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 28, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 28
- −1 vs. Q2 2021
- Portfolio value
- $1.27B
- −$58.1M (−4.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 944,709 | $301.1M | 23.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 54,060 | $177.6M | 14.0% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 548,793 | $172.0M | 13.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 427,559 | $120.5M | 9.5% | 00.0% | Unchanged | History |
| CZRCaesars Entertainment, Inc. | COM | 918,088 | $103.1M | 8.1% | +4,190+0.5% | Added | History |
| MAMastercard Inc | Stock | 203,436 | $70.7M | 5.6% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 766,632 | $64.4M | 5.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 454,221 | $64.3M | 5.0% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 195,916 | $51.0M | 4.0% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,552,414 | $36.1M | 2.8% | +318,874+14.3% | Added | History |
| QCOMQualcomm Inc | Stock | 200,222 | $25.8M | 2.0% | −1,077−0.5% | Reduced | History |
| LENLennar Corp | CL A | 262,173 | $24.6M | 1.9% | 00.0% | Unchanged | History |
| ZZillow Group, Inc. | CL C CAP STK | 266,070 | $23.5M | 1.8% | +13,527+5.4% | Added | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,545,694 | $18.7M | 1.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 39,248 | $8.13M | 0.6% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| SPGIS&P Global Inc. | Stock | 6,392 | $2.72M | 0.2% | −239−3.6% | Reduced | History |
| STRSStratus Properties Inc | COM NEW | 81,402 | $2.63M | 0.2% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 27,811 | $1.47M | 0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 12,715 | $853.0K | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 560 | $759.0K | 0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 8,024 | $593.0K | <0.1% | 00.0% | Unchanged | History |
| CHWYChewy, Inc. | CL A | 6,400 | $436.0K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,170 | $384.0K | <0.1% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 1,316 | $339.0K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 6,060 | $309.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 115 | $307.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 115 | $307.0K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 1,298 | $292.0K | <0.1% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| FFord Motor Co | Stock | – | $17.7M |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.