OAKMONT Corp

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$455M
Signature - Title
Robert Miller - General Counsel
Location
865 S Figueroa St, Suite 700, Los Angeles, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 32 $455M +$160M -$80.7M +$79.3M MSFT, AMZN, NVDA, AAPL, MA 13F-HR 8/1/2024, 11:36 AM
Q1 2024 32 $409M +$10.6M -$16.1M -$5.51M MSFT, AMZN, MA, NVDA, AAPL 13F-HR 5/9/2024, 12:04 PM
Q4 2023 32 $381M +$20.3M -$39.4M -$19.1M MSFT, AMZN, MA, AAPL, BA 13F-HR 2/14/2024, 12:44 PM
Q3 2023 35 $350M $0 -$373M -$373M MSFT, MA, AMZN, AAPL, BA 13F-HR 11/1/2023, 12:52 PM
Q2 2023 35 $783M $0 -$11.6M -$11.6M MSFT, AMZN, BA, F, AAPL 13F-HR 8/7/2023, 11:41 AM
Q1 2023 35 $747M +$2.47M -$537K +$1.94M MSFT, BA, AMZN, F, AAPL 13F-HR 5/9/2023, 11:51 AM
Q4 2022 34 $624M +$3.52M -$23.6M -$20.1M MSFT, BA, AMZN, F, MA 13F-HR 1/30/2023, 11:27 AM
Q3 2022 33 $639M +$45.6M -$87.7M -$42.1M AMZN, MSFT, F, BA, AAPL 13F-HR 11/2/2022, 06:24 PM
Q2 2022 35 $724M +$109M -$40M +$68.5M AMZN, MSFT, F, MA, AAPL 13F-HR 8/1/2022, 07:08 PM
Q1 2022 35 $1.08B +$123M -$31M +$92.4M AMZN, MSFT, F, SE, AAPL 13F-HR 5/16/2022, 11:04 AM
Q4 2021 20 $1.23B +$96.4M -$79.9M +$16.5M SE, AMZN, F, MSFT, ROKU 13F-HR 2/9/2022, 04:01 PM
Q3 2021 28 $1.27B +$12.3M -$487K +$11.8M SE, AMZN, ROKU, MSFT, CZR 13F-HR 10/28/2021, 12:38 PM
Q2 2021 29 $1.33B +$126M -$118M +$8.41M SE, ROKU, AMZN, MSFT, CZR 13F-HR 8/3/2021, 01:24 PM
Q1 2021 29 $1.14B +$174M -$194M -$20.1M SE, ROKU, AMZN, MSFT, GM 13F-HR 5/13/2021, 05:02 PM
Q4 2020 29 $1.13B +$28.9M -$13.4M +$15.5M SE, ROKU, AMZN, MSFT, LMT 13F-HR 2/8/2021, 06:01 PM
Q3 2020 27 $964M +$74.9M -$5.9M +$69M AMZN, SE, ROKU, MSFT, LMT 13F-HR 11/12/2020, 02:06 PM
Q2 2020 22 $767M +$21.4M -$19M +$2.37M AMZN, SE, MSFT, LMT, ROKU 13F-HR 8/10/2020, 03:25 PM
Q1 2020 20 $542M +$1.39M -$13.3M -$11.9M AMZN, LMT, MSFT, MA, ROKU 13F-HR 5/11/2020, 11:50 AM
Q4 2019 20 $653M +$86.3M -$152M -$65.3M AMZN, LMT, ROKU, MSFT, MA 13F-HR 2/12/2020, 10:56 AM
Q3 2019 19 $648M +$124M -$134M -$10.2M AMZN, LMT, ROKU, MSFT, MA 13F-HR 11/6/2019, 02:35 PM
Q2 2019 17 $659M +$48.8M -$140M -$91M AMZN, LMT, MSFT, ROKU, MA 13F-HR 8/1/2019, 12:52 PM
Q1 2019 16 $710M +$21.5M -$71.4M -$49.8M BA, AMZN, LMT, MSFT, MA 13F-HR 5/14/2019, 03:50 PM
Q4 2018 16 $636M +$86.7M -$45.8M +$40.9M BA, AMZN, LMT, MSFT, MA 13F-HR 2/7/2019, 11:33 AM
Q3 2018 15 $769M +$35.1M -$91.9M -$56.7M BA, AMZN, XPO, LMT, RTN 13F-HR 11/7/2018, 11:48 AM
Q2 2018 16 $746M +$156M -$183M -$26.8M BA, AMZN, XPO, LMT, RTN 13F-HR 7/27/2018, 01:06 PM
Q1 2018 19 $770M +$32.7M -$3.28M +$29.4M LMT, BA, XPO, AMZN, RTN 13F-HR 5/9/2018, 05:34 PM
Q4 2017 18 $680M +$64.9M -$41.2M +$23.7M LMT, BA, XPO, AMZN, RTN 13F-HR 2/7/2018, 01:48 PM
Q3 2017 16 $591M +$56.9M -$53.9M +$3.07M LMT, XPO, RTN, NOC, AMZN 13F-HR 11/7/2017, 04:02 PM
Q2 2017 17 $525M +$74.3M -$201M -$127M LMT, XPO, NOC, RTN, AMZN 13F-HR 7/25/2017, 01:08 PM
Q1 2017 17 $599M +$129M -$117M +$12.4M LMT, XPO, BA, NOC, RTN 13F-HR 5/10/2017, 03:10 PM
Q4 2016 19 $547M +$159M -$246M -$86.7M LMT, ITB, XPO, NOC, RTN 13F-HR 2/7/2017, 12:18 PM
Q3 2016 17 $631M +$205M -$107M +$97.2M LMT, NOC, XPO, RTN, DHI 13F-HR 11/4/2016, 07:34 PM
Q2 2016 16 $500M +$78M -$172M -$94M LMT, NOC, XPO, GM, META 13F-HR 8/9/2016, 01:31 PM
Q1 2016 20 $595M +$75.3M -$248M -$173M LMT, GM, NOC, MGA, META 13F-HR 5/12/2016, 05:08 PM
Q4 2015 21 $763M +$157M -$69.1M +$87.4M LMT, NOC, GM, META, HD 13F-HR 2/10/2016, 02:45 PM
Q3 2015 19 $647M +$195K -$40.8M -$40.6M LMT, META, AAPL, AGN, HD 13F-HR 11/12/2015, 01:30 PM
Q2 2015 20 $691M +$150M -$108M +$41.4M LMT, AAPL, AGN, META, LEN 13F-HR 8/12/2015, 09:47 PM
Q1 2015 19 $676M +$72.6M -$41M +$31.6M LMT, AAPL, M, B108PS, TMO 13F-HR 5/12/2015, 08:18 PM
Q4 2014 17 $624M +$142M -$117M +$24.6M LMT, M, AAL, AAPL, B108PS 13F-HR 2/9/2015, 09:38 PM
Q3 2014 18 $557M +$120M -$152M -$31.9M LMT, TMO, B108PS, BA, HAL 13F-HR 11/5/2014, 05:45 PM
Q2 2014 20 $591M +$36.8M -$97.8M -$61M LMT, AAL, DAL, HD, BA 13F-HR 8/6/2014, 09:18 PM
Q1 2014 22 $642M +$99.3M -$62.1M +$37.2M LMT, AAL, DAL, HD, BA 13F-HR 5/8/2014, 05:24 PM
Q4 2013 21 $602M $0 $0 LMT, AAL, DAL, GM, HD 13F-HR 2/7/2014, 06:32 PM