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13F-HR filed by OAKMONT Corp

OAKMONT Corp filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-07, with 30 holding rows worth $559,481,626.

Accession
0001081198-25-000021
Filed
2025-11-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 30 entries on the cover page, a total value of $559,481,626 stated on the cover page (in dollars after the unit check, H1), rows summing to $559,481,626 with VALUE read as dollars as filed, 13F file number 028-04326. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM168,746$87,401,991dollars as filed
Amazon.com, Inc023135106COM379,718$83,374,681dollars as filed
MasterCard, Inc57636Q104COM121,403$69,055,240dollars as filed
NVIDIA Corp67066G104COM266,560$49,734,765dollars as filed
Apple Inc037833100COM190,098$48,404,654dollars as filed
S&P Global,Inc.78409V104COM79,493$38,690,038dollars as filed
FAIR ISAAC CORP COM303250104Stock23,293$34,858,673dollars as filed
SPY78462F103SHS51,826$34,525,445dollars as filed
TRANSDIGM GROUP INC COM893641100Stock25,230$33,253,645dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock162,684$28,599,847dollars as filed
Walmart Inc.931142103COM246,867$25,442,113dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK539,713$21,151,352dollars as filed
BLACKSKY TECHNOLOGY INC09263B108COM CL A73,239$1,475,766dollars as filed
LIBERTY ENERGY INC53115L104COM CL A92,000$1,135,280dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,884$458,848dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,886$458,487dollars as filed
Home Depot, Inc437076102COM1,032$418,156dollars as filed
Raytheon Technologies Corporation75513E101COM1,410$235,935dollars as filed
AFLAC INC COM001055102Stock1,459$162,970dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock1,413$84,356dollars as filed
Deere & Company244199105COM176$80,478dollars as filed
Intel Corp458140100COM2,258$75,756dollars as filed
Bank of America Corp060505104COM1,455$75,063dollars as filed
Chubb LimitedH1467J104COM240$67,740dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock705$64,458dollars as filed
Amgen Inc.031162100COM198$55,876dollars as filed
Union Pacific Corporation907818108COM180$42,547dollars as filed
Stryker Corporation863667101COM100$36,967dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock110$33,045dollars as filed
CUMMINS INC COM231021106Stock65$27,454dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001081198-25-000021this filing2025-11-07acceptance time not in the bulk data set