OAKMONT Corp

Q2 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    30

  • Value ($000)

    $570,894

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0000924171
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$105.35 M
19 %

211,805

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$89.92 M
16 %

409,883

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$69.37 M
12 %

123,445

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$58.67 M
10 %

371,344

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$43.33 M
8 %

23,706

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$42.62 M
8 %

80,821

AAPL
AAPL

APPLE INC

COM
037833100
$39.71 M
7 %

193,559

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$32.52 M
6 %

52,642

CMG
CMG

CHIPOTLE MEXICAN GRILL INC

COM
169656105
$32.01 M
6 %

570,071

---

TRANSDIGM GROUP INC

COM
893641100
$30.27 M
5 %

19,904

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