All Stocks Held By Oakmont Corp

As of 12/31/2023, we find all stocks held by OAKMONT Corp to be as follows, presented in the table below with each row detailing each OAKMONT Corp position, ordered by largest to smallest position size. The all-stocks-held-by-OAKMONT Corp table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by OAKMONT Corp as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
MICROSOFT CORP	190,747	-9,790	$71,729
MSFT	190,747	-9,790	$71,729
AMAZON.COM INC	377,475	-1,350	$57,354
AMZN	377,475	-1,350	$57,354
MASTERCARD INCORPORATED	129,111	-449	$55,067
MA	129,111	-449	$55,067
APPLE INC	278,216	UNCH	$53,565
AAPL	278,216	UNCH	$53,565
BOEING CO	164,628	-3,448	$42,912
BA	164,628	-3,448	$42,912
NVIDIA CORPORATION	49,762	+15,328	$24,643
NVDA	49,762	+15,328	$24,643
ROKU INC	199,804	UNCH	$18,314
ROKU	199,804	UNCH	$18,314
SEA LTD ADR	350,612	UNCH	$14,200
SE	350,612	UNCH	$14,200
QUALCOMM INC	97,733	UNCH	$14,135
QCOM	97,733	UNCH	$14,135
S&P GLOBAL INC	27,273	+20,881	$12,014
SPGI	27,273	+20,881	$12,014
CHIPOTLE MEXICAN GRILL INC	1,542	UNCH	$3,526
CMG	1,542	UNCH	$3,526
CADENCE DESIGN SYSTEM INC	12,831	+12,831	$3,495
CDNS	12,831	+12,831	$3,495
LIBERTY ENERGY INC	158,009	-20,000	$2,866
LBRT	158,009	-20,000	$2,866
CAESARS ENTERTAINMENT INC	60,480	-76,862	$2,835
CZR	60,480	-76,862	$2,835
CUE HEALTH INC	9,595,348	UNCH	$1,559
HLTH	9,595,348	UNCH	$1,559
BLACKSKY TECHNOLOGY INC	665,912	UNCH	$932
BKSY	665,912	UNCH	$932
HOME DEPOT INC	1,032	-18	$358
HD	1,032	-18	$358
ALPHABET INC CL C	1,884	-55	$266
GOOG	1,884	-55	$266
ALPHABET INC CL A	1,886	-55	$263
GOOGL	1,886	-55	$263
AFLAC INC	1,459	-38	$120
AFL	1,459	-38	$120
RTX CORPORATION	1,410	-33	$119
RTX	1,410	-33	$119
INTEL CORP	2,258	-258	$113
INTC	2,258	-258	$113
CARRIER GLOBAL CORPORATION	1,413	-33	$81
CARR	1,413	-33	$81
DEERE & CO	176	-17	$70
DE	176	-17	$70
OTIS WORLDWIDE CORP	705	-17	$63
OTIS	705	-17	$63
AMGEN INC	198	-19	$57
AMGN	198	-19	$57
CHUBB LIMITED	240	UNCH	$54
CB	240	UNCH	$54
BANK OF AMERICA CORP	1,455	UNCH	$49
BAC	1,455	UNCH	$49
UNION PACIFIC CORP	180	UNCH	$44
UNP	180	UNCH	$44
STRYKER CORPORATION	100	UNCH	$30
SYK	100	UNCH	$30
NORFOLK SOUTHERN CORP	110	UNCH	$26
NSC	110	UNCH	$26
CUMMINS INC	65	-66	$16
CMI	65	-66	$16
FORD MOTOR CO			$0 (exited)
F	0	-1,964,138	$0
FIRST AMERICAN FINANCIAL CORP			$0 (exited)
FAF	0	-11,115	$0
HESS CORP			$0 (exited)
HES	0	-13,027	$0
LIVEVOX HOLDING INC	0	-1,333,333	$0 (exited)
LVOX	0	-1,000,000	$0
Call	0	-333,333	$0

See Summary: OAKMONT Corp Top Holdings
See Details: Top 10 Stocks Held By OAKMONT Corp

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
CDNS	+12,831	+$3,495

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
F	-1,964,138	-$24,395
LVOX	-1,333,333	-$3,433
HES	-13,027	-$1,993
FAF	-11,115	-$628

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SPGI	+20,881	+$9,678
NVDA	+15,328	+$9,665
AAPL	UNCH	+$5,932
ROKU	UNCH	+$4,210
SE	UNCH	-$1,209
QCOM	UNCH	+$3,281
CMG	UNCH	+$701
HLTH	UNCH	-$2,663
BKSY	UNCH	+$153
CB	UNCH	+$4

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
CZR	-76,862	-$3,531
LBRT	-20,000	-$431
MSFT	-9,790	+$8,409
BA	-3,448	+$10,695
AMZN	-1,350	+$9,198
MA	-449	+$3,773
INTC	-258	+$24
CMI	-66	-$14
GOOGL	-55	+$9

OAKMONT Corp Info

Size ($ in 1000's)
At 12/31/2023: $380,875
At 09/30/2023: $349,849

OAKMONT Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from OAKMONT Corp 13F filings. Link to 13F filings: SEC filings

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