OAKMONT CORP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 540K | $21.15M |
 | AMZN | 380K | $83.37M |
 | NVDA | 267K | $49.73M |
 | WMT | 247K | $25.44M |
 | AAPL | 190K | $48.40M |
 | MSFT | 169K | $87.40M |
 | WCN | 163K | $28.60M |
 | MA | 121K | $69.06M |
 | LBRT | 92K | $1.14M |
 | SPGI | 79K | $38.69M |
 | TDG | 25K | $33.25M |
 | FICO | 23K | $34.86M |
 | INTC | 2K | $75.76K |
 | GOOGL | 2K | $458.49K |
 | GOOG | 2K | $458.85K |
 | AFL | 1K | $162.97K |
 | BAC | 1K | $75.06K |
 | CARR | 1K | $84.36K |
 | RTX | 1K | $235.94K |
 | HD | 1K | $418.16K |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
540K
Value
$21.15M
Amazon.com, Inc.
AMZN
Shares Held
380K
Value
$83.37M
NVIDIA Corporation
NVDA
Shares Held
267K
Value
$49.73M
Walmart Inc.
WMT
Shares Held
247K
Value
$25.44M
Apple Inc.
AAPL
Shares Held
190K
Value
$48.40M
Microsoft Corporation
MSFT
Shares Held
169K
Value
$87.40M
Waste Connections, Inc.
WCN
Shares Held
163K
Value
$28.60M
Mastercard Incorporated
MA
Shares Held
121K
Value
$69.06M
Liberty Energy Inc.
LBRT
Shares Held
92K
Value
$1.14M
S&P Global Inc.
SPGI
Shares Held
79K
Value
$38.69M
TransDigm Group Incorporated
TDG
Shares Held
25K
Value
$33.25M
Fair Isaac Corporation
FICO
Shares Held
23K
Value
$34.86M
Intel Corporation
INTC
Shares Held
2K
Value
$75.76K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$458.49K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$458.85K
Aflac Incorporated
AFL
Shares Held
1K
Value
$162.97K
Bank of America Corporation
BAC
Shares Held
1K
Value
$75.06K
Carrier Global Corporation
CARR
Shares Held
1K
Value
$84.36K
RTX Corporation
RTX
Shares Held
1K
Value
$235.94K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$418.16K