§ 13F · FUND PROFILE
OAKMONT Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $559M (13F)Positions · 30Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 394K | $82M | 7.8% | +104% |
| 2 | AMZN | AMAZON.COM INC | 394K | $82M | 7.8% | — |
| 3 | MSFT | MICROSOFT CORP | 178K | $66M | 6.3% | +108% |
| 4 | MSFT | MICROSOFT CORP | 178K | $66M | 6.3% | — |
| 5 | MA | MASTERCARD INCORPORATED | 125K | $62M | 5.9% | +104% |
| 6 | MA | MASTERCARD INCORPORATED | 125K | $62M | 5.9% | — |
| 7 | AAPL | APPLE INC | 199K | $50M | 4.8% | — |
| 8 | AAPL | APPLE INC | 199K | $50M | 4.8% | +104% |
| 9 | NVDA | NVIDIA CORPORATION | 285K | $50M | 4.7% | +117% |
| 10 | NVDA | NVIDIA CORPORATION | 285K | $50M | 4.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OAKMONT SIGNAL
AC read
OAKMONT Corp is a Other fund managing $559 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed