OAKMONT Corp — 13F holdings

OAKMONT Corp reported 31 holdings worth $503M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AMZN AMAZON COM INC — $83.4M (16.6%)
2. MSFT MICROSOFT CORP — $58.9M (11.7%)
3. MA MASTERCARD INCORPORATED — $56.9M (11.3%)
4. AAPL APPLE INC — $50.8M (10.1%)
5. NVDA NVIDIA CORPORATION — $50.5M (10.1%)
6. SPY SPDR S&P 500 ETF TR — $38.2M (7.6%)
7. TDG TRANSDIGM GROUP INC — $31.0M (6.2%)
8. SPGI S&P GLOBAL INC — $30.5M (6.1%)
9. FICO FAIR ISAAC CORP — $26.7M (5.3%)
10. WMT WALMART INC — $25.9M (5.2%)