OW

Oberndorf William E

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$53.3M

Reporting period: 2026-03-31 · Number of holdings: 7

OBERNDORF WILLIAM E disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $53.3M and a quarterly turnover rate of 70.6%.

Personality snowflake

Concentration
59.46
Portfolio Stability
70.56
Momentum/Contrarian
0
Sector conviction
100
Diversification
14
Sizing Uniformity
97.83

Recent moves

  • Add VEEV

    +51.7%　$1.3M

  • Trim TEAM

    0.0%　-$6.6M

  • Trim ADSK

    -37.8%　-$6.2M

  • Add UNH

    0.0%　-$2.1M

  • Trim PHYS

    -45.4%　-$5.6M

  • Trim AMZN

    -31.9%　-$4.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1UNHUnitedhealth Group INCStock-Healthcare18.03%+3.17%—
2GWREGuidewire Software INCStock-Tech17.31%+17.31%NEW
3PHYSSprott Physical Gold TrustStock-Other14.91%-2.29%-45.44%
4VEEVVeeva Systems Inc-class AStock-Healthcare14.87%+6.46%+51.72%
5AMZNAmazon.com INCStock-Consumer Disc14.07%-1.40%-31.92%
6ADSKAutodesk INCStock-Tech11.77%-4.02%-37.76%
7TEAMAtlassian Corp-cl AStock-Tech9.04%-5.46%—

Holding changes this quarter

Oberndorf William E's most significant position changes for 2026-03-31: Sold out: monday.com Ltd. (MNDY); New buy: Guidewire Software INC (GWRE); Add: Veeva Systems Inc-class A (VEEV) — shares +51.72%; Trim: Autodesk INC (ADSK) — shares -37.76%; Trim: Sprott Physical Gold Trust (PHYS) — shares -45.44%.

Position changes disclosed by Oberndorf William E for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEEVVeeva Systems Inc-class A+6.5%+51.72%Add
2UNHUnitedhealth Group INC+3.2%—Unchanged
3AMZNAmazon.com INC-1.4%-31.92%Trim
4PHYSSprott Physical Gold Trust-2.3%-45.44%Trim
5ADSKAutodesk INC-4%-37.76%Trim
6TEAMAtlassian Corp-cl A-5.5%—Unchanged
7MNDYmonday.com Ltd.—EXITSold out
8GWREGuidewire Software INC—NEWNew buy
9✓ Ikena Oncology INC——Unchanged

FAQ

What is Oberndorf William E and what type of investor is it?
Oberndorf William E is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $53.3M, spread across 7 disclosed positions.
What are Oberndorf William E's largest equity positions?
Based on the latest 13F filing, Oberndorf William E's top holdings by market value are: 1. Unitedhealth Group INC (UNH) — $9.6M (18.0%) 2. Guidewire Software INC (GWRE) — $9.2M (17.3%) 3. Sprott Physical Gold Trust (PHYS) — $8.0M (14.9%) 4. Veeva Systems Inc-class A (VEEV) — $7.9M (14.9%) 5. Amazon.com INC (AMZN) — $7.5M (14.1%)
What changes did Oberndorf William E make in its most recent portfolio filing?
In the latest reported quarter, Oberndorf William E made 6 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 3 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: monday.com Ltd. (MNDY); New buy: Guidewire Software INC (GWRE); Add: Veeva Systems Inc-class A (VEEV) — shares +51.72%; Trim: Autodesk INC (ADSK) — shares -37.76%; Trim: Sprott Physical Gold Trust (PHYS) — shares -45.44%
What sectors does Oberndorf William E focus on?
Oberndorf William E is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 44.8% • Health Care: 38.7% • Consumer Discretionary: 16.5%