OAKMONT Corp
13F filer · CIK 924171 · Los Angeles, CA
Summary
OAKMONT Corp reported $502.51M across 31 positions in its 13F for 2026 Q2, filed Aug 7, 2026. The largest holdings are AMZN (16.6%), MSFT (11.7%), MA (11.3%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 0, trimmed 13 and sold out of 1.
Reported value$502.51M
Positions31
Report period2026 Q2
FiledAug 7, 2026
New positions1
Added0
Trimmed13
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 16.6%Value $83.36MPrice $246.67Shares 350K -11.30%Since Jun 30 +3.50%
Weight 11.7%Value $58.91MPrice $508.96Shares 158K -11.22%Since Jun 30 +36.44%
Weight 11.3%Value $56.86MPrice $563.58Shares 111K -11.20%Since Jun 30 +9.73%
Weight 10.1%Value $50.82MPrice $329.40Shares 176K -11.57%Since Jun 30 +13.84%
Weight 10.1%Value $50.51MPrice $227.21Shares 252K -11.35%Since Jun 30 +13.55%
Weight 7.6%Value $38.20MPrice $764.20Shares 51K -9.82%Since Jun 30 +2.33%
Weight 6.2%Value $30.98MPrice $1100Shares 23K -11.52%Since Jun 30 -17.44%
Weight 6.1%Value $30.50MPrice $392.45Shares 75K -10.90%Since Jun 30 -3.64%
Weight 5.3%Value $26.69MPrice $617.87Shares 22K -11.13%Since Jun 30 -48.29%
Weight 5.2%Value $25.95MPrice $106.80Shares 229K -11.07%Since Jun 30 -5.70%
Weight 5.0%Value $25.11MPrice $155.56Shares 151K -11.08%Since Jun 30 -6.68%
Weight 3.8%Value $18.86MPrice $924.59Shares 20K -11.26%Since Jun 30 -1.16%
Weight 0.3%Value $1.49MPrice $21.89Shares 53KSince Jun 30 -21.60%
Weight 0.2%Value $1.05MShares 1.51M
Weight 0.1%Value $674.0KPrice $340.92Shares 1,886Since Jun 30 -4.60%
Weight 0.1%Value $665.7KPrice $337.32Shares 1,884Since Jun 30 -4.53%
Weight 0.1%Value $364.0KPrice $288.04Shares 1,032Since Jun 30 -18.33%
Weight 0.1%Value $315.3KPrice $115.93Shares 2,258Since Jun 30 -16.97%
Weight 0.1%Value $267.5KPrice $186.94Shares 1,410Since Jun 30 -1.47%
Weight 0.0%Value $171.1KPrice $113.66Shares 1,459Since Jun 30 -3.06%
Weight 0.0%Value $111.6KPrice $680.50Shares 176Since Jun 30 +7.28%
Weight 0.0%Value $103.6KPrice $55.38Shares 1,413Since Jun 30 -24.50%
Weight 0.0%Value $92.0KPrice $219.99Shares 327 -51.70%Since Jun 30 -21.77%
Weight 0.0%Value $82.9KPrice $54.96Shares 1,455Since Jun 30 -3.55%
Weight 0.0%Value $81.8KPrice $332.08Shares 240Since Jun 30 -2.54%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 16.6% | $83.36M | +3.50% | -11.30% | Trim | |
| 11.7% | $58.91M | +36.44% | -11.22% | Trim | |
| 11.3% | $56.86M | +9.73% | -11.20% | Trim | |
| 10.1% | $50.82M | +13.84% | -11.57% | Trim | |
| 10.1% | $50.51M | +13.55% | -11.35% | Trim | |
| 7.6% | $38.20M | +2.33% | -9.82% | Trim | |
| 6.2% | $30.98M | -17.44% | -11.52% | Trim | |
| 6.1% | $30.50M | -3.64% | -10.90% | Trim | |
| 5.3% | $26.69M | -48.29% | -11.13% | Trim | |
| 5.2% | $25.95M | -5.70% | -11.07% | Trim | |
| 5.0% | $25.11M | -6.68% | -11.08% | Trim | |
| 3.8% | $18.86M | -1.16% | -11.26% | Trim | |
| 0.3% | $1.49M | -21.60% | — | Hold | |
| 0.2% | $1.05M | — | — | New | |
| 0.1% | $674.0K | -4.60% | — | Hold | |
| 0.1% | $665.7K | -4.53% | — | Hold | |
| 0.1% | $364.0K | -18.33% | — | Hold | |
| 0.1% | $315.3K | -16.97% | — | Hold | |
| 0.1% | $267.5K | -1.47% | — | Hold | |
| 0.0% | $171.1K | -3.06% | — | Hold | |
| 0.0% | $111.6K | +7.28% | — | Hold | |
| 0.0% | $103.6K | -24.50% | — | Hold | |
| 0.0% | $92.0K | -21.77% | -51.70% | Trim | |
| 0.0% | $82.9K | -3.55% | — | Hold | |
| 0.0% | $81.8K | -2.54% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.