The Analysis of OAKMONT Corp's Holdings

Currently, OAKMONT Corp holds 30 types of securities in its portfolio with a total value $559.5M. In the most recent quarter, they have increased their positions in WCN (+101.0K shares, valued at $17.8M), WMT (+136.5K shares, valued at $14.1M), TDG (+5.3K shares, valued at $7.0M); decreased their positions in MSFT (-43.1K shares, valued at $22.3M), NVDA (-104.8K shares, valued at $19.6M), AMZN (-30.2K shares, valued at $6.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP168.7K shares-20.33%2025-09-302025-11-07

AMZN AMAZON.COM INC379.7K shares-7.36%2025-09-302025-11-07

MA MASTERCARD INCORPORATED121.4K shares-1.65%2025-09-302025-11-07

NVDA NVIDIA CORPORATION266.6K shares-28.22%2025-09-302025-11-07

AAPL APPLE INC190.1K shares-1.79%2025-09-302025-11-07

SPGI S&P GLOBAL INC79.5K shares-1.64%2025-09-302025-11-07

FICO FAIR ISAAC CORP23.3K shares-1.74%2025-09-302025-11-07

SPY SPDR S&P 500 ETF TR51.8K shares-1.55%2025-09-302025-11-07

Sponsored

TDG TRANSDIGM GROUP INC25.2K shares26.76%2025-09-302025-11-07

WCN WASTE CONNECTIONS INC162.7K shares163.92%2025-09-302025-11-07

WMT WALMART INC246.9K shares123.62%2025-09-302025-11-07

CMG CHIPOTLE MEXICAN GRILL INC539.7K shares-5.33%2025-09-302025-11-07

BKSY BLACKSKY TECHNOLOGY INC73.2K shares-12.01%2025-09-302025-11-07

LBRT LIBERTY ENERGY INC92.0K shares0.00%2025-09-302025-11-07

GOOG ALPHABET INC- CL C1.9K shares0.00%2025-09-302025-11-07

GOOGL ALPHABET INC- CL A1.9K shares0.00%2025-09-302025-11-07