Oberndorf William E

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

  • Top 5 stock holdings are UNH, GWRE, AMZN, VEEV, PHYS, and represent 85.43% of Oberndorf William E's stock portfolio.
  • Added to shares of these 3 stocks: GOOG, MNDY, GWRE.
  • Started 2 new stock positions in GOOG, MNDY.
  • Reduced shares in these 2 stocks: TEAM, ADSK.
  • Sold out of its position in TEAM.
  • Oberndorf William E was a net seller of stock by $-644k.
  • Oberndorf William E has $55M in assets under management (AUM), dropping by 3.15%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 26.9 $15M 36k 415.63
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Guidewire Software (GWRE) 16.1 $8.9M +16% 72k 123.05
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Amazon (AMZN) 15.6 $8.6M 36k 238.34
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Veeva Sys Cl A Com (VEEV) 14.6 $8.0M 45k 177.47
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Sprott Physical Gold Tr Unit (PHYS) 12.3 $6.8M 224k 30.17
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Alphabet Cap Stk Cl C (GOOG) 8.2 $4.5M NEW 13k 353.33
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Monday SHS (MNDY) 4.8 $2.7M NEW 37k 72.39
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Autodesk (ADSK) 1.6 $860k -83% 4.4k 194.42
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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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