Q1 2026 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2026-05-14 · accession 0001193125-26-222994
$53.3M
Reported value
7
Positions
2026-03-31
Period end
The Brief · OBERNDORF WILLIAM E · Q1 2026
AI · grounded in 13F
OBERNDORF WILLIAM E closed its position in MNDY, reducing exposure by $10.88M. The fund established a new position in GWRE worth $9.24M and increased its stake in VEEV by 51.72%. Additionally, the fund trimmed holdings in PHYS by 45.44% and ADSK by 37.76%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UnitedHealth Group Inc | $9.6M | 18.0% | 35,553 | Common | SOLE |
| 40171V100 | GWRE | Guidewire Software Inc | $9.2M | 17.3% | 61,751 | Common | SOLE |
| 85207H104 | PHYS | Sprott Physical Gold Tr | $8.0M | 14.9% | 224,439 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $7.9M | 14.9% | 45,153 | Common | SOLE |
| 023135106 | AMZN | Amazon com Inc. | $7.5M | 14.1% | 36,031 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $6.3M | 11.8% | 26,220 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corporation | $4.8M | 9.04% | 70,645 | 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.