OAKMONT Corp has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 25 distinct positions held by the firm, with the total number of shares held across these positions reaching 5,179,269,941.
The largest position in the portfolio is held in Mastercard Incorporated Class A, where the firm holds 102,218 shares. Other significant holdings include Walmart Inc., with 211,790 shares, and Costco Wholesale Corp., with 18,622 shares. The filing also details a substantial position in TransDigm Group Inc., with 21,481 shares, and a notable stake in Alphabet Inc. Class A and Class C, totaling 3,770 shares.
The portfolio is diversified across various sectors. Technology holdings include Microsoft Corporation (146,135 shares), NVIDIA Corporation (233,414 shares), Apple Inc. (162,265 shares), and Amazon.com Inc. (322,940 shares). Financial services holdings include Bank of America Corp. (1,455 shares) and S&P Global Inc. (69,311 shares). Additionally, the filing lists positions in healthcare companies such as Amgen Inc. (198 shares) and Stryker Corporation (100 shares), as well as industrial holdings like Deere & Co. (176 shares) and Union Pacific Corp. (180 shares).
According to the information table provided in the filing, all positions listed are held in a Sole voting capacity, with no shared voting or dispositive rights reported for any of the securities.
