Institutions / Oberndorf William E

Oberndorf William E

CIK 1218663 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$53.34M
Positions
7
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$53.34M-32.5%
$78.98M$66.16M$53.34MQ4 '25Q1 '26

Positions

7-12.5%
887Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Unitedhealth Group Incโ€”$9.62M35,55318.0%
Guidewire Software, Inc.โ€”$9.24M61,75117.3%
Sprott Physical Gold Trโ€”$7.95M224,43914.9%
Veeva Systems Incโ€”$7.93M45,15314.9%
Amazon.com Incโ€”$7.50M36,03114.1%
Autodesk, Inc.โ€”$6.28M26,22011.8%
Atlassian Corporationโ€”$4.82M70,6459.0%

Activity

Mar 31, 2026View full history โ†’
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
ExitMonday.Com Ltd
Common stock
$-10.88M-74K
-100.00%
0
medium
Q1 2026
as of
NewGuidewire Software, Inc.
Common stock
$9.24M+62K
61,751
17.31% of portfolio
medium
Q1 2026
as of
Trim85207H104
Common stock
$-6.62M-187K
-45.44%
224,439
14.91% of portfolio
medium
Q1 2026
as of
TrimAutodesk, Inc.
Common stock
$-3.81M-16K
-37.76%
26,220
11.77% of portfolio
low
Q1 2026
as of
TrimAmazon.com Inc
Common stock
$-3.52M-17K
-31.92%
36,031
14.07% of portfolio
low
Q1 2026
as of
AddVeeva Systems Inc
Common stock
$2.70M+15K
+51.72%
45,153
14.87% of portfolio
low