Q4 2025 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2026-02-13 · accession 0001193125-26-050038
$79.0M
Reported value
8
Positions
2025-12-31
Period end
The Brief · OBERNDORF WILLIAM E · Q4 2025
AI · grounded in 13F
OBERNDORF WILLIAM E nearly doubled its position in Atlassian Corporation TEAM, increasing share count by 99.6%. The fund also accumulated Sprott Physical Gold Tr PHYS by 85.2%. Conversely, it trimmed its holding in Veeva Sys Inc VEEV by 20%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 85207H104 | PHYS | Sprott Physical Gold Tr | $13.6M | 17.2% | 411,371 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $12.5M | 15.8% | 42,124 | Common | SOLE |
| 023135106 | AMZN | Amazon com Inc. | $12.2M | 15.5% | 52,928 | Common | SOLE |
| 91324P102 | UNH | UnitedHealth Group Inc | $11.7M | 14.9% | 35,553 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corporation | $11.5M | 14.5% | 70,645 | Common | SOLE |
| M7S64H106 | MNDY | Monday com Ltd | $10.9M | 13.8% | 73,705 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $6.6M | 8.41% | 29,761 | 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.