Oberndorf William E

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

  • Top 5 stock holdings are UNH, GWRE, PHYS, VEEV, AMZN, and represent 79.19% of Oberndorf William E's stock portfolio.
  • Added to shares of these 2 stocks: GWRE (+$9.2M), VEEV.
  • Started 1 new stock position in GWRE.
  • Reduced shares in these 5 stocks: MNDY (-$11M), PHYS (-$6.6M), ADSK, AMZN, Amr.
  • Sold out of its positions in Amr, MNDY.
  • Oberndorf William E was a net seller of stock by $-13M.
  • Oberndorf William E has $53M in assets under management (AUM), dropping by -32.46%.
  • Central Index Key (CIK): 0001218663

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Portfolio Holdings for Oberndorf William E

Oberndorf William E holds 7 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
UnitedHealth (UNH) 18.0 $9.6M 36k 270.59
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Guidewire Software (GWRE) 17.3 $9.2M NEW 62k 149.56
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Sprott Physical Gold Tr Unit (PHYS) 14.9 $8.0M -45% 224k 35.44
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Veeva Sys Cl A Com (VEEV) 14.9 $7.9M +51% 45k 175.66
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Amazon (AMZN) 14.1 $7.5M -31% 36k 208.27
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Autodesk (ADSK) 11.8 $6.3M -37% 26k 239.40
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Atlassian Corporation Cl A (TEAM) 9.0 $4.8M 71k 68.25
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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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