Q3 2024 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2024-11-13 · accession 0000950123-24-011025
$75.4M
Reported value
9
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 049468101 | TEAM | Atlassian Corporation | $14.9M | 19.8% | 93,892 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $14.1M | 18.7% | 67,154 | Common | SOLE |
| 023135106 | AMZN | Amazon.com Inc. | $13.4M | 17.7% | 71,749 | Common | SOLE |
| 23804L103 | DDOG | Datadog Inc | $11.1M | 14.8% | 96,700 | Common | SOLE |
| M7S64H106 | MNDY | Monday com Ltd | $8.7M | 11.5% | 31,179 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $7.6M | 10.0% | 27,503 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc | $4.8M | 6.31% | 59,400 | Common | SOLE |
| 03783C100 | APPF | AppFolio Inc | $927,241 | 1.23% | 3,939 | 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.