Oakmont Corp
- SEC CIK
- 0000924171
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 32
- 0 vs. Q2 2024
- Portfolio value
- $520.0M
- +$65.5M (+14.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 227,607 | $93.4M | 18.0% | +17,194+8.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 404,975 | $80.2M | 15.4% | −25,542−5.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 570,377 | $77.2M | 14.9% | −6,573−1.1% | Reduced | History |
| MAMastercard Inc | Stock | 111,232 | $56.5M | 10.9% | −23,911−17.7% | Reduced | History |
| FICOFair Isaac Corp | COM | 28,027 | $55.7M | 10.7% | +18,837+205.0% | Added | History |
| AAPLApple Inc. | Stock | 171,705 | $38.3M | 7.4% | −120,459−41.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 78,667 | $38.0M | 7.3% | +32,336+69.8% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 517,843 | $30.3M | 5.8% | +315,243+155.6% | Added | History |
| TDGTransDigm Group INC | COM | 15,665 | $20.4M | 3.9% | +15,665 | New | History |
| AVGOBroadcom Inc. | Stock | 42,270 | $7.14M | 1.4% | −9,660−18.6% | ReducedConverted for a 10-for-1 split | History |
| METAMeta Platforms, Inc. | Stock | 11,571 | $6.56M | 1.3% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 22,920 | $6.47M | 1.2% | −20,470−47.2% | Reduced | History |
| TYLTyler Technologies Inc | COM | 6,865 | $4.14M | 0.8% | 00.0% | Unchanged | History |
| LBRTLiberty Energy Inc. | COM CL A | 92,000 | $1.53M | 0.3% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 2,225 | $1.50M | 0.3% | 00.0% | Unchanged | History |
| BKSYBlackSky Technology Inc. | COM CL A | 83,239 | $573.5K | 0.1% | 00.0% | UnchangedConverted for a 1-for-8 split | History |
| HDHome Depot, Inc. | Stock | 1,032 | $405.2K | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,884 | $325.3K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,886 | $323.1K | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 1,410 | $167.4K | <0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 1,459 | $152.8K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 1,413 | $102.6K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 176 | $70.5K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 705 | $70.1K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 240 | $66.6K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 198 | $63.2K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 1,455 | $60.8K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 2,258 | $52.4K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 180 | $41.9K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 100 | $36.7K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 110 | $27.5K | <0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 65 | $21.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.