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Size ($ in 1000's)
At 12/31/2023: $380,875 At 09/30/2023: $349,849
OAKMONT Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from OAKMONT Corp 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the OAKMONT Corp top holdings by largest position size, as per the latest 13f filing made by OAKMONT Corp.
In the OAKMONT Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by OAKMONT Corp in that top holding, then the share count change between reporting periods, and finally the OAKMONT Corp top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
MICROSOFT CORP |
190,747 |
-9,790 |
$71,729 | MSFT | 190,747 | -9,790 | $71,729 | AMAZON.COM INC |
377,475 |
-1,350 |
$57,354 | AMZN | 377,475 | -1,350 | $57,354 | MASTERCARD INCORPORATED |
129,111 |
-449 |
$55,067 | MA | 129,111 | -449 | $55,067 | APPLE INC |
278,216 |
UNCH |
$53,565 | AAPL | 278,216 | UNCH | $53,565 | BOEING CO |
164,628 |
-3,448 |
$42,912 | BA | 164,628 | -3,448 | $42,912 | NVIDIA CORPORATION |
49,762 |
+15,328 |
$24,643 | NVDA | 49,762 | +15,328 | $24,643 | ROKU INC |
199,804 |
UNCH |
$18,314 | ROKU | 199,804 | UNCH | $18,314 | SEA LTD ADR |
350,612 |
UNCH |
$14,200 | SE | 350,612 | UNCH | $14,200 | QUALCOMM INC |
97,733 |
UNCH |
$14,135 | QCOM | 97,733 | UNCH | $14,135 | S&P GLOBAL INC |
27,273 |
+20,881 |
$12,014 | SPGI | 27,273 | +20,881 | $12,014 | CHIPOTLE MEXICAN GRILL INC |
1,542 |
UNCH |
$3,526 | CMG | 1,542 | UNCH | $3,526 | CADENCE DESIGN SYSTEM INC |
12,831 |
+12,831 |
$3,495 | CDNS | 12,831 | +12,831 | $3,495 | LIBERTY ENERGY INC |
158,009 |
-20,000 |
$2,866 | LBRT | 158,009 | -20,000 | $2,866 | CAESARS ENTERTAINMENT INC |
60,480 |
-76,862 |
$2,835 | CZR | 60,480 | -76,862 | $2,835 | CUE HEALTH INC |
9,595,348 |
UNCH |
$1,559 | HLTH | 9,595,348 | UNCH | $1,559 | BLACKSKY TECHNOLOGY INC |
665,912 |
UNCH |
$932 | BKSY | 665,912 | UNCH | $932 | HOME DEPOT INC |
1,032 |
-18 |
$358 | HD | 1,032 | -18 | $358 | ALPHABET INC CL C |
1,884 |
-55 |
$266 | GOOG | 1,884 | -55 | $266 | ALPHABET INC CL A |
1,886 |
-55 |
$263 | GOOGL | 1,886 | -55 | $263 | AFLAC INC |
1,459 |
-38 |
$120 | AFL | 1,459 | -38 | $120 | RTX CORPORATION |
1,410 |
-33 |
$119 | RTX | 1,410 | -33 | $119 | INTEL CORP |
2,258 |
-258 |
$113 | INTC | 2,258 | -258 | $113 | CARRIER GLOBAL CORPORATION |
1,413 |
-33 |
$81 | CARR | 1,413 | -33 | $81 | DEERE & CO |
176 |
-17 |
$70 | DE | 176 | -17 | $70 | OTIS WORLDWIDE CORP |
705 |
-17 |
$63 | OTIS | 705 | -17 | $63 | AMGEN INC |
198 |
-19 |
$57 | AMGN | 198 | -19 | $57 | CHUBB LIMITED |
240 |
UNCH |
$54 | CB | 240 | UNCH | $54 | BANK OF AMERICA CORP |
1,455 |
UNCH |
$49 | BAC | 1,455 | UNCH | $49 | UNION PACIFIC CORP |
180 |
UNCH |
$44 | UNP | 180 | UNCH | $44 | STRYKER CORPORATION |
100 |
UNCH |
$30 | SYK | 100 | UNCH | $30 | NORFOLK SOUTHERN CORP |
110 |
UNCH |
$26 | NSC | 110 | UNCH | $26 |
See Full List: All Stocks Held By OAKMONT Corp
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By OAKMONT Corp
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