Oberndorf William E

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

  • Top 5 stock holdings are PHYS, ADSK, AMZN, UNH, TEAM, and represent 77.82% of Oberndorf William E's stock portfolio.
  • Added to shares of these 3 stocks: PHYS (+$6.2M), TEAM (+$5.7M), MNDY.
  • Reduced shares in these 1 stock: VEEV.
  • Oberndorf William E was a net buyer of stock by $11M.
  • Oberndorf William E has $79M in assets under management (AUM), dropping by 6.47%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sprott Physical Gold Tr Unit (PHYS) 17.2 $14M +85% 411k 33.02
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Autodesk (ADSK) 15.8 $13M 42k 296.01
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Amazon (AMZN) 15.5 $12M 53k 230.82
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UnitedHealth (UNH) 14.9 $12M 36k 330.11
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Atlassian Corporation Cl A (TEAM) 14.5 $12M +99% 71k 162.14
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Monday SHS (MNDY) 13.8 $11M +5% 74k 147.56
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Veeva Sys Cl A Com (VEEV) 8.4 $6.6M -20% 30k 223.23
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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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