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| Happy Holidays!! thanks for using AUM13F!! |
| Oakmont Corporation
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| CRD # | 112337 |
| SEC # | 801-42175 |
| CIK # | 0000924171 |
| AUM | $2.2 B (2025-03-31) |
| Employees | 36 (19% Investors, 0% Brokers) |
| Phone | 213-891-6300 |
| Address | 515 S Flower Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 105.4 | ||
| Amazon Com Inc | 89.9 | ||
| Mastercard Inc | 69.4 | ||
| Nvidia Corp | 58.7 | ||
| Fair Isaac Corp | 43.3 | ||
| McGraw-hill Companies Inc | 42.6 | ||
| Apple Inc | 39.7 | ||
| Chipotle Mexican Grill Inc | 32.0 | ||
| Transdigm Group Inc | 30.3 | ||
| Progressive Waste Solutions Ltd | 11.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Glen Way LLC | 2025-03-31 | 6.6 | |
| PE | Cove Investors II LLC | 2023-03-30 | 0.0 | |
| PE | Condor Ridge VIII LLC | [2022-03-31] | 20.0 | 15.8 |
| Other | Kelton 2021 QOF LLC | [2022-03-31] | 0.0 | 29.4 |
| PE | Levico Way LLC | [2022-03-31] | 10.0 | 0.0 |
| PE | Portico Place LLC | 2022-03-31 | 0.1 | |
| Other | VIA Verona LLC | [2022-03-31] | 56.4 | 17.2 |
| HF | Clifton Way LLC | [2021-03-30] | 3.2 | 3.5 |
| PE | Cove Investors III LLLC | [2021-03-30] | 5.0 | 0.0 |
| PE | Hamner Drive LLC | [2021-03-30] | 30.0 | 7.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 63 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 0.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 2.2 |
| By Discretionary | ||
| Discretionary | 85 | 2.2 |
| Non-Discretionary | 4 | 0.0 |
| Total | 89 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 89 | 2.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Robert Miller | 110 | |||
| Peter Carlton | 26 | |||
| Robert Day | 32 | |||
| Oakmont Corporation | 15 | |||
| Steven Baum | 17 | |||
| Jonathan Day | 15 | |||
| Lucinda Fournier | 14 | |||
| Dorothy Day | 14 | |||
| Thomas Deeganday | 14 | |||
| Howard Day Jr | 14 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000924171] | |
| 3 | [0000924171] | |
| 4 | [0000924171] | |
| SC 13D | [0000924171] | |
| SC 13G | [0000924171] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Oakmont Corp | Cue Health Inc | [2023-10-16] |
| Oakmont Corp | Cue Health Inc | [2022-02-14] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Laurel Road II LLC | |
| OAKMONT Corp | |
| Laurel Road LLC | |
| Day Robert | |
| Liberty Energy Inc. |
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