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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
METAMeta Platforms Inc
Recent Activity
1.27%
$6.563M
11,571 shares@ $567.16 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -47.17%
1.25%
$6.466M
22,920 shares@ $282.1 avg price
TYLTyler Technologies Inc
Recent Activity
0.8%
$4.138M
6,865 shares@ $602.76 avg price
LBRTLiberty Energy Inc
Recent Activity
0.3%
$1.535M
92,000 shares@ $16.68 avg price
ASMLAsml Holding Nv
Recent Activity
0.29%
$1.501M
2,225 shares@ $674.73 avg price
BKSYBlacksky Technology Inc
Recent Activity
Decreased -87.5%
0.12%
$573,517
83,239 shares@ $6.9 avg price
HDHome Depot Inc
Recent Activity
0.08%
$405,153
1,032 shares@ $392.6 avg price
GOOGAlphabet Inc- Cl C
Recent Activity
0.07%
$325,273
1,884 shares@ $172.66 avg price
GOOGLAlphabet Inc- Cl A
Recent Activity
0.07%
$323,053
1,886 shares@ $171.3 avg price
RTXRtx Corporation
Recent Activity
0.04%
$167,438
1,410 shares@ $118.76 avg price