Oakmont
$1.1B Assets Reported
32 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 788,636 | $164M | 15.6% |
| MSFT | MICROSOFT CORP | 355,794 | $132M | 12.5% |
| MA | MASTERCARD INCORPORATED | 249,334 | $125M | 11.8% |
| AAPL | APPLE INC | 397,222 | $101M | 9.6% |
| NVDA | NVIDIA CORPORATION | 569,498 | $99M | 9.4% |
| SPY | SPDR S&P 500 ETF TR | 113,450 | $74M | 7.0% |
| SPGI | S&P GLOBAL INC | 168,074 | $71M | 6.8% |
| WMT | WALMART INC | 515,238 | $64M | 6.1% |
| TDG | TRANSDIGM GROUP INC | 52,578 | $61M | 5.8% |
| WCN | WASTE CONNECTIONS INC | 338,824 | $55M | 5.2% |
Track Oakmont's 13F portfolio: $1.1B in reported holdings, 32 positions. Top holdings, AUM, and quarterly changes on SentiSense.