OAKMONT Corp

Q1 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    31

  • Value ($000)

    $506,856

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$79.81M
16 %

212,594

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$78.30M
15 %

411,540

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$67.89M
13 %

123,861

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$51.62M
10 %

476,279

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$43.88M
9 %

23,793

AAPL
AAPL

APPLE INC

COM
037833100
$43.16M
9 %

194,290

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$41.22M
8 %

81,116

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$29.55M
6 %

52,822

CMG
CMG

CHIPOTLE MEXICAN GRILL INC

COM
169656105
$28.29M
6 %

563,365

---

TRANSDIGM GROUP INC

COM
893641100
$27.63M
6 %

19,974

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