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CIK: 0001218663
Total reported value
$55.0M
$55.0M
8 檔
112.6%
As reported in its official Q3 2025 Form 13F filing, Oberndorf William E's tracked investment portfolio stood at $55.0M with 8 total positions.
In Q3 2025, Oberndorf William E adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MNDY, ADSK, UNH) accounted for 112.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNDY | monday.com Ltd. | Stock-Tech | 18.31% | +4.83% | NEW | |
| 2 | ADSK | Autodesk Inc | Stock-Tech | 18.04% | -10.21% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 16.55% | +8.83% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 15.67% | +1.54% | — | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 14.95% | -0.31% | — | |
| 6 | PHYS | Sprott Physical Gold Trust | Stock-Other | 8.87% | -2.60% | +37.93% | |
| 7 | TEAM | Atlassian Corp-cl A | Stock-Tech | 7.62% | -9.04% | EXIT | |
| 8 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADSK | Autodesk Inc | +7.6% | — | Add |
| 2 | MNDY | monday.com Ltd. | +2.6% | +9.50% | Add |
| 3 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | -1.9% | — | Trim |
| 5 | VEEV | Veeva Systems Inc-class A | -4.8% | — | Trim |
| 6 | TEAM | Atlassian Corp-cl A | -6.7% | -32.44% | Trim |
| 7 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 8 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 9 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 10 | APPF | Appfolio Inc - A | — | EXIT | Sold out |
| 11 | MDB | Mongodb Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Oberndorf William E reported a total U.S. public equity portfolio value of $55.0M across 8 disclosed positions in Q3 2025.
During Q3 2025, Oberndorf William E's top holdings by market value included MNDY (18.3%)、ADSK (18.0%)、UNH (16.6%). The largest single position, MNDY, represented 18.3% of total portfolio value.
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Top New Position Initiated
UNH
市值: $12.3M
Top Position Liquidated / Trimmed
DDOG
前期市值: $7.2M
In Q3 2025, Oberndorf William E made 10 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 3 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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