Q2 2025 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2025-08-11 · accession 0000950123-25-007482
$90.5M
Reported value
9
Positions
2025-06-30
Period end
The Brief · OBERNDORF WILLIAM E · Q2 2025
AI · grounded in 13F
OBERNDORF WILLIAM E established a new position in Monday com Ltd MNDY valued at $20.1M. The fund also initiated new stakes in Autodesk Inc ADSK for $13.0M and Amazon com Inc. AMZN for $11.6M. Additional new positions include Datadog Inc DDOG, Veeva Sys Inc VEEV, and Atlassian Corporation TEAM.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M7S64H106 | MNDY | Monday com Ltd | $20.1M | 22.3% | 64,036 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $13.0M | 14.4% | 42,124 | Common | SOLE |
| 023135106 | AMZN | Amazon com Inc. | $11.6M | 12.8% | 52,928 | Common | SOLE |
| 23804L103 | DDOG | Datadog Inc | $11.2M | 12.3% | 83,094 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $10.7M | 11.8% | 37,224 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corporation | $10.6M | 11.8% | 52,392 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. | $9.1M | 10.1% | 51,273 | Common | SOLE |
| 85207H104 | PHYS | Sprott Physical Gold Tr | $4.1M | 4.51% | 161,074 | Common | SOLE |
| 000000000 | — | CONFIDENTIAL | $0 | — | 0 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.