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Robert Miller

@Oakmont Corp

Latest period2024 - Q3ReportedManaged Assets$520.02MTotal holdings32
Assets growth rate14.41%Assets growth rate (2-Q avg)12.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oakmont Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Oakmont Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 520.02M in assets, with a quarterly growth rate of 14.41% and a 2-quarter average growth rate of 12.83%. The portfolio is managed by Robert Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 8.18%
17.97%
$93.403M
227,607 shares@ $410.38 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -5.93%
15.42%
$80.157M
404,975 shares@ $197.94 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.13%
14.86%
$77.229M
570,377 shares@ $135.41 avg price
MAMastercard Incorporated
Recent Activity
Decreased -17.69%
10.87%
$56.515M
111,232 shares@ $508.09 avg price
FICOFair Isaac Corp
Recent Activity
Increased 204.98%
10.72%
$55.743M
28,027 shares@ $1988.92 avg price
AAPLApple Inc
Recent Activity
Decreased -41.22%
7.37%
$38.275M
171,705 shares@ $222.92 avg price
SPGIS&p Global Inc
Recent Activity
Increased 69.8%
7.32%
$38.021M
78,667 shares@ $483.32 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 155.6%
5.84%
$30.34M
517,843 shares@ $58.59 avg price
TDGTransdigm Group Inc
Recent Activity
New Position
3.93%
$20.435M
15,665 shares@ $1304.51 avg price
AVGOBroadcom Inc
Recent Activity
Increased 713.99%
1.38%
$7.14M
42,270 shares@ $168.92 avg price