OAKMONT Corp

Q4 2024 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    28

  • Value ($000)

    $571,918

  • Date Filed
    02/12/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$102.71M
18 %

243,682

AMZN
AMZN

AMAZON COM INC

COM
023135106
$90.82M
16 %

413,984

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$79.53M
14 %

592,189

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$65.60M
12 %

124,582

AAPL
AAPL

APPLE INC

COM
037833100
$48.93M
9 %

195,397

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$47.65M
8 %

23,933

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$40.63M
7 %

81,587

CMG
CMG

CHIPOTLE MEXICAN GRILL INC

COM
169656105
$34.72M
6 %

575,771

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$31.12M
5 %

53,101

---

TRANSDIGM GROUP INC

COM
893641100
$25.45M
5 %

20,086

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