Oak Management Corp.
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$8.6B
Holdings
236
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 69%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q1 2026: New position (503.1k shares)
7.1%
02
$XOP
SPDR SERIES TRUST
Held since at least Q1 2024
4.8%
03
$SPOT 0 03/15/26
SPOTIFY USA INC
Held since at least Q1 2024
2.6%
04
$GOOGL
ALPHABET INC
Q1 2026: New position (246.1k shares)
2.3%
05
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
2.3%
06
$RIVN 4.625 03/15
RIVIAN AUTOMOTIVE INC
Held since at least Q1 2024
2.1%
07
$GPN 1.5 03/01/31
GLOBAL PMTS INC
Held since at least Q1 2024
2.0%
08
$JAZZ 2 06/15/26
JAZZ INVESTMENTS I LTD
Held since at least Q1 2024
2.0%
09
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
1.9%
10
$CFLT 0 01/15/27
CONFLUENT INC
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.