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Oberndorf William E

13F filer · CIK 0001218663
Reported Aug 13, 2026
13F portfolio value$55MU.S. long equity reported on 13F
Positions8Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 20268 positions
UNHUnitedhealth Group Inc$14.8M26.86%0.00%Not reportedQ1 2026
GWREGuidewire Software, Inc.$8.86M16.10%0.09%+16.6%Q1 2026
AMZNAmazon Com Inc$8.59M15.61%0.00%Not reportedQ1 2026
VEEVVeeva Systems Inc$8.01M14.56%0.03%Not reportedQ1 2026
PHYSSprott Physical Gold Trust$6.77M12.31%0.05%Not reportedQ1 2026
GOOGAlphabet Inc.$4.49M8.17%Not reportedNewQ2 2026
MNDYmonday.com Ltd.$2.66M4.83%0.07%NewQ2 2026
ADSKAutodesk, Inc.$860K1.56%0.00%-83.1%Q1 2026
Q1 2026Reported May 14, 20267 positions
UNHUnitedhealth Group Inc$9.62M18.03%0.00%NewQ1 2026
GWREGuidewire Software, Inc.$9.24M17.31%0.07%NewQ1 2026
PHYSSprott Physical Gold Trust$7.95M14.91%0.05%NewQ1 2026
VEEVVeeva Systems Inc$7.93M14.87%0.03%NewQ1 2026
AMZNAmazon Com Inc$7.5M14.07%0.00%NewQ1 2026
ADSKAutodesk, Inc.$6.28M11.77%0.01%NewQ1 2026
TEAMAtlassian Corp$4.82M9.04%Not reportedNewQ1 2026
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