OAKMONT Corp
Filing Date
Global Rank
#2,539
/ 8,604
▼ 80
· as of Mar 2026
Top Industry
Internet Retail
16.8%
3Y Alpha vs SPY
-9.5%
Period ended 3 months ago
Filed May 12, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+38.3%
SPY
+76.5%
Annualised alpha
-9.4%
Max drawdown
−21.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.6%
+0.1 pts
Top 5
59.0%
−0.6 pts
Top 10
89.9%
−1.5 pts
HHI
960
Diversified−29
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $193,017,845 |
| Financial Services | 18.7% | $98,344,630 |
| Consumer Cyclical | 15.7% | $82,464,023 |
| Industrials | 11.4% | $59,941,925 |
| Consumer Defensive | 10.4% | $54,651,792 |
| Unclassified | 7.0% | $36,890,536 |
| Communication Services | 0.1% | $542,338 |
| Healthcare | 0.0% | $102,525 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +22,698 | 284,749 | $49,660,225 | |
| AMZN | Amazon Com Inc | +7,923 | 394,318 | $82,124,609 | |
| MSFT | Microsoft Corp | +6,797 | 177,897 | $65,852,132 | |
| WMT | Walmart Inc. | +5,132 | 257,619 | $32,016,889 | |
| AAPL | Apple Inc. | +3,685 | 198,611 | $50,405,485 | |
| SPY | Spdr S&P 500 ETF Trust | +3,484 | 56,725 | $36,890,536 | |
| WCN | Waste Connections, Inc. | +2,954 | 169,412 | $27,519,285 | |
| SPGI | S&P Global Inc. | +2,612 | 84,037 | $35,744,297 | |
| MA | Mastercard Inc | +2,488 | 124,667 | $62,291,113 | |
| FICO | Fair Isaac Corp | +870 | 25,137 | $26,834,752 | |
| COST | Costco Wholesale Corp /New | +581 | 22,716 | $22,634,903 | |
| TDG | TransDigm Group INC | +479 | 26,289 | $30,467,899 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKSY | BlackSky Technology Inc. | 53,239 | $1,339,493 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
30 positions ·
$525,955,614 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 394,318 | $82,124,609 | 15.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 177,897 | $65,852,132 | 12.52% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 124,667 | $62,291,113 | 11.84% | |
| AAPL |
Apple Inc.
Technology
|
Added | 198,611 | $50,405,485 | 9.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 284,749 | $49,660,225 | 9.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 56,725 | $36,890,536 | 7.01% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 84,037 | $35,744,297 | 6.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 257,619 | $32,016,889 | 6.09% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 26,289 | $30,467,899 | 5.79% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 169,412 | $27,519,285 | 5.23% | |
| FICO |
Fair Isaac Corp
Technology
|
Added | 25,137 | $26,834,752 | 5.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 22,716 | $22,634,903 | 4.30% | |
| BKSY |
BlackSky Technology Inc.
Industrials
|
NEW | 53,239 | $1,339,493 | 0.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,886 | $542,338 | 0.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,032 | $339,414 | 0.06% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,410 | $271,989 | 0.05% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 677 | $164,098 | 0.03% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 1,459 | $160,066 | 0.03% | |
| INTC |
Intel Corp
Technology
|
Held | 2,258 | $99,645 | 0.02% | |
| DE |
Deere & Co
Industrials
|
Held | 176 | $99,140 | 0.02% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 1,413 | $79,566 | 0.02% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 240 | $78,223 | 0.01% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 1,455 | $70,931 | 0.01% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 198 | $69,666 | 0.01% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 705 | $54,341 | 0.01% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 180 | $43,671 | 0.01% | |
| CMI |
Cummins Inc
Industrials
|
Held | 65 | $34,971 | 0.01% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 100 | $32,859 | 0.01% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 110 | $31,570 | 0.01% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 115 | $1,508 | 0.00% |