Institutional
OBERNDORF WILLIAM E
CIK 0001218663
$53.3M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UNH | UnitedHealth Group Inc | $420.71 | -1.88% | 83.63% | 11.52% | $9.6M | 18.03% | — | HELD |
| 2 | GWRE | Guidewire Software Inc | $167.26 | 4.93% | -28.48% | 34.56% | $9.2M | 17.31% | — | HELD |
| 3 | PHYS | Sprott Physical Gold Tr | $30.57 | 0.49% | 19.13% | 113.03% | $8.0M | 14.91% | — | HELD |
| 4 | VEEV | Veeva Sys Inc | $207.81 | 3.29% | -28.49% | -39.39% | $7.9M | 14.87% | — | HELD |
| 5 | AMZN | Amazon com Inc. | $226.46 | -1.91% | 7.50% | 33.03% | $7.5M | 14.07% | — | HELD |
| 6 | ADSK | Autodesk Inc | $245.25 | 3.32% | -17.43% | -20.91% | $6.3M | 11.77% | — | HELD |
| 7 | TEAM | Atlassian Corporation | $104.28 | 4.30% | -45.35% | -72.76% | $4.8M | 9.04% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-222994. 13F discloses long positions only — shorts, foreign equities, and options are excluded.