OAKMONT CORP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 394K | $82.12M |
 | NVDA | 285K | $49.66M |
 | WMT | 258K | $32.02M |
 | AAPL | 199K | $50.41M |
 | MSFT | 178K | $65.85M |
 | WCN | 169K | $27.52M |
 | MA | 125K | $62.29M |
 | SPGI | 84K | $35.74M |
 | BKSY | 53K | $1.34M |
 | TDG | 26K | $30.47M |
 | FICO | 25K | $26.83M |
 | COST | 23K | $22.63M |
 | INTC | 2K | $99.65K |
 | GOOGL | 2K | $542.34K |
 | GOOG | 2K | $540.44K |
 | AFL | 1K | $160.07K |
 | BAC | 1K | $70.93K |
 | CARR | 1K | $79.57K |
 | RTX | 1K | $271.99K |
 | HD | 1K | $339.41K |
Amazon.com, Inc.
AMZN
Shares Held
394K
Value
$82.12M
NVIDIA Corporation
NVDA
Shares Held
285K
Value
$49.66M
Walmart Inc.
WMT
Shares Held
258K
Value
$32.02M
Apple Inc.
AAPL
Shares Held
199K
Value
$50.41M
Microsoft Corporation
MSFT
Shares Held
178K
Value
$65.85M
Waste Connections, Inc.
WCN
Shares Held
169K
Value
$27.52M
Mastercard Incorporated
MA
Shares Held
125K
Value
$62.29M
S&P Global Inc.
SPGI
Shares Held
84K
Value
$35.74M
BlackSky Technology Inc.
BKSY
Shares Held
53K
Value
$1.34M
TransDigm Group Incorporated
TDG
Shares Held
26K
Value
$30.47M
Fair Isaac Corporation
FICO
Shares Held
25K
Value
$26.83M
Costco Wholesale Corporation
COST
Shares Held
23K
Value
$22.63M
Intel Corporation
INTC
Shares Held
2K
Value
$99.65K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$542.34K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$540.44K
Aflac Incorporated
AFL
Shares Held
1K
Value
$160.07K
Bank of America Corporation
BAC
Shares Held
1K
Value
$70.93K
Carrier Global Corporation
CARR
Shares Held
1K
Value
$79.57K
RTX Corporation
RTX
Shares Held
1K
Value
$271.99K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$339.41K