Q1 2025 · 13F-HR
OBERNDORF WILLIAM Eholdings as filed
Filed 2025-05-14 · accession 0000950123-25-005008
$77.9M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922475108 | VEEV | Veeva Sys Inc | $15.4M | 19.7% | 66,343 | Common | SOLE |
| 023135106 | AMZN | Amazon.com Inc. | $13.7M | 17.5% | 71,749 | Common | SOLE |
| M7S64H106 | MNDY | Monday com Ltd | $12.2M | 15.7% | 50,282 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corporation | $11.1M | 14.3% | 52,392 | Common | SOLE |
| 052769106 | ADSK | Autodesk Inc | $8.2M | 10.5% | 31,229 | Common | SOLE |
| 23804L103 | DDOG | Datadog Inc | $7.2M | 9.23% | 72,474 | Common | SOLE |
| 03783C100 | APPF | AppFolio Inc | $5.3M | 6.82% | 24,184 | Common | SOLE |
| 60937P106 | MDB | MongoDB Inc | $4.9M | 6.26% | 27,797 | 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.