Oberndorf William E

Latest statistics and disclosures from Oberndorf William E's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MNDY, ADSK, UNH, AMZN, VEEV, and represent 83.51% of Oberndorf William E's stock portfolio.
  • Added to shares of these 3 stocks: UNH (+$12M), PHYS, MNDY.
  • Started 1 new stock position in UNH.
  • Reduced shares in these 3 stocks: DDOG (-$11M), GOOG (-$9.1M), TEAM.
  • Sold out of its positions in GOOG, DDOG.
  • Oberndorf William E was a net seller of stock by $-7.7M.
  • Oberndorf William E has $74M in assets under management (AUM), dropping by -18.02%.
  • Central Index Key (CIK): 0001218663

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Portfolio Holdings for Oberndorf William E

Oberndorf William E holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Monday SHS (MNDY) 18.3 $14M +9% 70k 193.69
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Autodesk (ADSK) 18.0 $13M 42k 317.67
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UnitedHealth (UNH) 16.5 $12M NEW 36k 345.30
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Amazon (AMZN) 15.7 $12M 53k 219.57
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Veeva Sys Cl A Com (VEEV) 14.9 $11M 37k 297.91
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Sprott Physical Gold Tr Unit (PHYS) 8.9 $6.6M +37% 222k 29.62
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Atlassian Corporation Cl A (TEAM) 7.6 $5.7M -32% 35k 159.70
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Confidential Confidential 0.0 $0 0 0.00
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Past Filings by Oberndorf William E

SEC 13F filings are viewable for Oberndorf William E going back to 2014

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