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| Name: |
OAKMONT CORP /CA/ |
| City: |
LOS ANGELES |
| State: |
UN |
| Zip: |
90017 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$429.04 |
$75,103,000 |
178,510 |
18.38% |
3,374,000 |
-12,237 |
0.002 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.15 |
$64,565,000 |
357,941 |
15.8% |
7,211,000 |
-19,534 |
0.004 |
Internet Software & S... |
|
|
MA |
MasterCard Inc A |
3 |
- |
$459.10 |
$59,312,000 |
123,164 |
14.52% |
4,245,000 |
-5,947 |
0.012 |
Business Services |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$953.86 |
$48,101,000 |
53,235 |
11.77% |
23,458,000 |
3,473 |
0.002 |
Semiconductor - Speci... |
|
|
AAPL |
Apple Inc |
5 |
- |
$192.35 |
$46,843,000 |
273,166 |
11.46% |
-6,722,000 |
-5,050 |
0.002 |
Personal Computers |
|
|
BA |
Boeing Co |
6 |
- |
$184.78 |
$31,772,000 |
164,628 |
7.78% |
-11,140,000 |
0 |
0.029 |
Aerospace/Defense - M... |
|
|
SE |
Sea Limited |
7 |
- |
$73.26 |
$18,831,000 |
350,612 |
4.61% |
4,631,000 |
0 |
0.104 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
8 |
- |
$200.85 |
$16,546,000 |
97,733 |
4.05% |
2,411,000 |
0 |
0.009 |
Communication Equipment |
|
|
SPGI |
S&P Global Inc |
9 |
- |
$439.87 |
$13,955,000 |
32,801 |
3.42% |
1,941,000 |
5,528 |
0.01 |
Publishing |
|
|
ROKU |
Roku, Inc |
10 |
- |
$57.97 |
$13,021,000 |
199,804 |
3.19% |
-5,293,000 |
0 |
0.183 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
11 |
- |
$290.10 |
$6,372,000 |
20,470 |
1.56% |
2,877,000 |
7,639 |
0.007 |
Technical & System So... |
|
|
CMG |
Chipotle Mexican Grill Inc |
12 |
- |
$3,172.80 |
$5,936,000 |
2,042 |
1.45% |
2,410,000 |
500 |
0.007 |
Restaurants |
|
|
LBRT |
Liberty Oilfield Services Inc |
13 |
- |
$24.06 |
$2,397,000 |
115,664 |
0.59% |
-469,000 |
-42,345 |
0.07 |
N/A |
|
|
HLTH |
Cue Health Inc. |
14 |
- |
$0.12 |
$1,810,000 |
9,595,348 |
0.44% |
251,000 |
0 |
6.674 |
N/A |
|
|
AVGO |
Broadcom Limited |
15 |
New |
$1,399.20 |
$1,280,000 |
966 |
0.31% |
1,280,000 |
966 |
0 |
Semiconductor- Broad... |
|
|
BKSY |
BlackSky Technology Inc |
16 |
- |
$1.16 |
$906,000 |
665,912 |
0.22% |
-26,000 |
0 |
1.479 |
N/A |
|
|
HD |
Home Depot Inc |
17 |
- |
$336.15 |
$396,000 |
1,032 |
0.1% |
38,000 |
0 |
0 |
Home Improvement Stores |
|
|
GOOG |
Alphabet Inc |
18 |
- |
$179.54 |
$287,000 |
1,884 |
0.07% |
21,000 |
0 |
0 |
Search Engines & Info... |
|
|
GOOGL |
Alphabet Inc |
19 |
- |
$177.85 |
$285,000 |
1,886 |
0.07% |
22,000 |
0 |
0 |
Search Engines & Info... |
|
|
RTX |
RTX Corp |
20 |
- |
$101.02 |
$138,000 |
1,410 |
0.03% |
19,000 |
0 |
0 |
Conglomerates |
|
|
AFL |
AFLAC Inc |
21 |
- |
$87.59 |
$125,000 |
1,459 |
0.03% |
5,000 |
0 |
0 |
Life & Health Insurance |
|
|
INTC |
Intel Corp |
22 |
- |
$31.74 |
$100,000 |
2,258 |
0.02% |
-13,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
CARR |
Carrier Global Corp |
23 |
- |
$66.22 |
$82,000 |
1,413 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
DE |
Deere & Co |
24 |
- |
$386.74 |
$72,000 |
176 |
0.02% |
2,000 |
0 |
0 |
Farm & Construction M... |
|
|
OTIS |
Otis Worldwide Corp |
25 |
- |
$98.15 |
$70,000 |
705 |
0.02% |
7,000 |
0 |
0 |
N/A |
|
|
CB |
Chubb Ltd (ACE Ltd) |
26 |
- |
$265.00 |
$62,000 |
240 |
0.02% |
8,000 |
0 |
0 |
Property & Casualty I... |
|
|
AMGN |
Amgen Inc |
27 |
- |
$314.85 |
$56,000 |
198 |
0.01% |
-1,000 |
0 |
0 |
Biotechnology |
|
|
BAC |
Bank of America Corp |
28 |
- |
$39.65 |
$55,000 |
1,455 |
0.01% |
6,000 |
0 |
0 |
Domestic Money Center... |
|
|
UNP |
Union Pacific Corp |
29 |
- |
$234.96 |
$44,000 |
180 |
0.01% |
0 |
0 |
0 |
Railroads |
|
|
SYK |
Stryker Corp |
30 |
- |
$330.51 |
$36,000 |
100 |
0.01% |
6,000 |
0 |
0 |
Medical Instruments &... |
|
|
NSC |
Norfolk Southern Corp |
31 |
- |
$249.65 |
$28,000 |
110 |
0.01% |
2,000 |
0 |
0 |
Railroads |
|
|
CMI |
Cummins Inc |
32 |
- |
$285.96 |
$19,000 |
65 |
0% |
3,000 |
0 |
0 |
Diversified Machinery |
|
|
CZR |
Caesars Entertainment Inc |
33 |
Closed |
$35.59 |
$0 |
0 |
0% |
-2,835,000 |
-60,480 |
0 |
N/A |
|
