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CIK: 0001218663
Total reported value
$55.0M
$55.0M
7 檔
76.8%
In Q1 2026, Oberndorf William E's U.S. equity holdings reached a combined market value of $55.0M, distributed across 7 disclosed stock positions.
In Q1 2026, Oberndorf William E adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including UNH, GWRE, PHYS) accounted for 76.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 18.03% | +8.83% | — | |
| 2 | GWRE | Guidewire Software Inc | Stock-Tech | 17.31% | -1.21% | — | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 14.91% | -2.60% | -45.44% | |
| 4 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 14.87% | -0.31% | +51.72% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.07% | +1.54% | -31.92% | |
| 6 | ADSK | Autodesk Inc | Stock-Tech | 11.77% | -10.21% | -37.76% | |
| 7 | TEAM | Atlassian Corp-cl A | Stock-Tech | 9.04% | -9.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | +6.5% | +51.72% | Add |
| 2 | UNH | Unitedhealth Group Inc | +3.2% | — | Unchanged |
| 3 | AMZN | Amazon.com Inc | -1.4% | -31.92% | Trim |
| 4 | PHYS | Sprott Physical Gold Trust | -2.3% | -45.44% | Trim |
| 5 | ADSK | Autodesk Inc | -4% | -37.76% | Trim |
| 6 | TEAM | Atlassian Corp-cl A | -5.5% | — | Unchanged |
| 7 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 8 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 9 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Oberndorf William E reported a total U.S. public equity portfolio value of $55.0M across 7 disclosed positions in Q1 2026.
During Q1 2026, Oberndorf William E's top holdings by market value included UNH (18.0%)、GWRE (17.3%)、PHYS (14.9%). The largest single position, UNH, represented 18.0% of total portfolio value.
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Top New Position Initiated
GWRE
市值: $9.2M
Top Position Liquidated / Trimmed
MNDY
前期市值: $10.9M
In Q1 2026, Oberndorf William E made 6 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 1 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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