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OAKMONT Corp

Q4 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    31

  • Value ($000)

    $578,109

  • Date Filed
    01/20/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON.COM INC

COM
023135106
$89.19M
15 %

386,395

M
MSFT

MICROSOFT CORP

COM
594918104
$82.75M
14 %

171,100

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$69.75M
12 %

122,179

A
AAPL

APPLE INC

COM
037833100
$52.99M
9 %

194,926

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$48.87M
9 %

262,051

S
SPGI

S&P GLOBAL INC

COM
78409V104
$42.55M
7 %

81,425

F
FICO

FAIR ISAAC CORP

COM
303250104
$41.03M
7 %

24,267

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$36.31M
6 %

53,241

---

TRANSDIGM GROUP INC

COM
893641100
$34.32M
6 %

25,810

W
WCN

WASTE CONNECTIONS INC

COM
94106B101
$29.19M
5 %

166,458

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