Oakmont Corp has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $455 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94M, Amazon Com Inc with a value of $83.2M, Nvidia Corp with a value of $71.3M, Apple Inc. with a value of $61.5M, and Mastercard Inc with a value of $59.6M.

Examining the 13F form we can see an increase of $46M in the current position value, from $409M to 455M.

Below you can find more details about Oakmont Corp portfolio as well as his latest detailed transactions.

Portfolio value $455 Million
Technology: $269 Million
Consumer Cyclical: $96.2 Million
Financial Services: $80.5 Million
Communication Services: $6.52 Million
Energy: $1.92 Million
Industrials: $443,000
Healthcare: $190,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $455 Million
  • Prior Value $409 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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