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CIK: 0001218663
Total reported value
$55.0M
$55.0M
10 檔
84.1%
During the Q1 2024 filing period, Oberndorf William E (CIK: 0001218663) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $55.0M across 10 reported positions.
During Q1 2024, Oberndorf William E's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDOG | Datadog Inc - Class A | Stock-Tech | 17.83% | — | -19.05% | |
| 2 | TEAM | Atlassian Corp-cl A | Stock-Tech | 16.20% | -9.04% | EXIT | |
| 3 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 15.72% | -0.31% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.20% | +1.54% | +18.53% | |
| 5 | MNDY | monday.com Ltd. | Stock-Tech | 11.49% | +4.83% | NEW | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 7.98% | — | -38.22% | |
| 7 | APPF | Appfolio Inc - A | Stock-Tech | 7.02% | — | — | |
| 8 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 5.90% | — | — | |
| 9 | GTM | Zoominfo Technologies Inc | Stock-Tech | 3.67% | — | — | |
| 10 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Oberndorf William E reported a total U.S. public equity portfolio value of $55.0M across 10 disclosed positions in Q1 2024.
During Q1 2024, Oberndorf William E's top holdings by market value included DDOG (17.8%)、TEAM (16.2%)、VEEV (15.7%). The largest single position, DDOG, represented 17.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DDOG, TEAM, VEEV) accounted for 84.1% of total reported equity market value during Q1 2024.
In Q1 2024, Oberndorf William E made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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