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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Positions held by Oberndorf William E consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio 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
- Oberndorf William E 2026 Q2 filed Aug. 13, 2026
- Oberndorf William E 2026 Q1 filed May 14, 2026
- Oberndorf William E 2025 Q4 filed Feb. 13, 2026
- Oberndorf William E 2025 Q3 filed Nov. 13, 2025
- Oberndorf William E 2025 Q2 filed Aug. 11, 2025
- Oberndorf William E 2025 Q1 filed May 14, 2025
- Oberndorf William E 2024 Q4 filed Feb. 18, 2025
- Oberndorf William E 2024 Q3 filed Nov. 13, 2024
- Oberndorf William E 2024 Q2 filed Aug. 12, 2024
- Oberndorf William E 2024 Q1 filed May 15, 2024
- Oberndorf William E 2023 Q3 filed Nov. 13, 2023
- Oberndorf William E 2023 Q2 filed Aug. 11, 2023
- Oberndorf William E 2023 Q1 filed May 12, 2023
- Oberndorf William E 2022 Q4 filed Feb. 13, 2023
- Oberndorf William E 2022 Q3 filed Nov. 14, 2022
- Oberndorf William E 2022 Q2 filed Aug. 12, 2022