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CIK: 0001218663
Total reported value
$55.0M
$55.0M
9 檔
113.0%
The Q3 2024 SEC filing reveals that Oberndorf William E held a total portfolio value of $55.0M, covering 9 public equity positions.
During Q3 2024, Oberndorf William E's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TEAM, VEEV, AMZN) accounted for 113.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corp-cl A | Stock-Tech | 19.77% | -9.04% | EXIT | |
| 2 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 18.69% | -0.31% | +32.24% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 17.72% | +1.54% | +48.67% | |
| 4 | DDOG | Datadog Inc - Class A | Stock-Tech | 14.75% | — | +9.36% | |
| 5 | MNDY | monday.com Ltd. | Stock-Tech | 11.48% | +4.83% | NEW | |
| 6 | ADSK | Autodesk Inc | Stock-Tech | 10.05% | -10.21% | — | |
| 7 | SHOP | Shopify Inc - Class A | Stock-Tech | 6.31% | — | — | |
| 8 | APPF | Appfolio Inc - A | Stock-Tech | 1.23% | — | — | |
| 9 | ✓ | 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 9 disclosed positions in Q3 2024.
During Q3 2024, Oberndorf William E's top holdings by market value included TEAM (19.8%)、VEEV (18.7%)、AMZN (17.7%). The largest single position, TEAM, represented 19.8% of total portfolio value.
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In Q3 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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