Q3 2025 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2025-11-13 · accession 0001193125-25-279251
$74.2M
Reported value
8
Positions
2025-09-30
Period end
The Brief · OBERNDORF WILLIAM E · Q3 2025
AI · grounded in 13F
OBERNDORF WILLIAM E established a new position in Monday com Ltd MNDY worth $13.58M. The fund also initiated new stakes in Autodesk Inc ADSK for $13.38M and UnitedHealth Group Inc UNH for $12.28M. Additional new positions include Amazon com Inc. AMZN, Veeva Sys Inc VEEV, and Sprott Physical Gold Tr PHYS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M7S64H106 | MNDY | Monday com Ltd | $13.6M | 18.3% | 70,120 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $13.4M | 18.0% | 42,124 | Common | SOLE |
| 91324P102 | UNH | UnitedHealth Group Inc | $12.3M | 16.5% | 35,553 | Common | SOLE |
| 023135106 | AMZN | Amazon com Inc. | $11.6M | 15.7% | 52,928 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $11.1M | 14.9% | 37,224 | Common | SOLE |
| 85207H104 | PHYS | Sprott Physical Gold Tr | $6.6M | 8.87% | 222,164 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corporation | $5.7M | 7.62% | 35,394 | 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.