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%.

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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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	UNH	Unitedhealth Group INC	Stock-Healthcare	18.03%	+3.17%	—
2	GWRE	Guidewire Software INC	Stock-Tech	17.31%	+17.31%	NEW
3	PHYS	Sprott Physical Gold Trust	Stock-Other	14.91%	-2.29%	-45.44%
4	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	14.87%	+6.46%	+51.72%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	14.07%	-1.40%	-31.92%
6	ADSK	Autodesk INC	Stock-Tech	11.77%	-4.02%	-37.76%
7	TEAM	Atlassian Corp-cl A	Stock-Tech	9.04%	-5.46%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$53.3M	71	1UNH 2GWRE 3PHYS Top holdings2026-03-31 1.UNH 2.GWRE 3.PHYS 4.VEEV 5.AMZN 6.ADSK 7.TEAM
2025-12-31	8	$79.0M	29	1PHYS 2ADSK 3AMZN Top holdings2025-12-31 1.PHYS 2.ADSK 3.AMZN 4.UNH 5.TEAM 6.MNDY 7.VEEV
2025-09-30	8	$74.2M	66	1MNDY 2ADSK 3UNH Top holdings2025-09-30 1.MNDY 2.ADSK 3.UNH 4.AMZN 5.VEEV 6.PHYS 7.TEAM
2025-06-30	9	$90.5M	0	1MNDY 2ADSK 3AMZN Top holdings2025-06-30 1.MNDY 2.ADSK 3.AMZN 4.DDOG 5.VEEV 6.TEAM 7.GOOG 8.PHYS
2025-03-31	9	$77.9M	100	1VEEV 2AMZN 3MNDY Top holdings2025-03-31 1.VEEV 2.AMZN 3.MNDY 4.TEAM 5.ADSK 6.DDOG 7.APPF 8.MDB
2024-12-31	7	$59.9M	0	1AMZN 2VEEV 3TEAM Top holdings2024-12-31 1.AMZN 2.VEEV 3.TEAM 4.ADSK 5.MNDY 6.APPF
2024-09-30	9	$75.4M	0	1TEAM 2VEEV 3AMZN Top holdings2024-09-30 1.TEAM 2.VEEV 3.AMZN 4.DDOG 5.MNDY 6.ADSK 7.SHOP 8.APPF
2024-06-30	10	$57.0M	0	1DDOG 2TEAM 3AMZN Top holdings2024-06-30 1.DDOG 2.TEAM 3.AMZN 4.VEEV 5.MNDY 6.SMARGBP 7.TDG 8.GTM 9.APPF
2024-03-31	10	$61.3M	0	1DDOG 2TEAM 3VEEV Top holdings2024-03-31 1.DDOG 2.TEAM 3.VEEV 4.AMZN 5.MNDY 6.TDG 7.APPF 8.SMARGBP 9.GTM
2023-12-31	11	$61.4M	0	1DDOG 2VEEV 3TDG Top holdings2023-12-31 1.DDOG 2.VEEV 3.TDG 4.AMZN 5.SNOW 6.MNDY 7.TEAM 8.SMARGBP 9.APPF 10.GTM
2023-09-30	10	$54.7M	0	1DDOG 2TEAM 3SNOW Top holdings2023-09-30 1.DDOG 2.TEAM 3.SNOW 4.TDG 5.MNDY 6.AMZN 7.SMARGBP 8.GTM 9.BILL
2023-06-30	11	$63.1M	0	1DDOG 2MNDY 3SNOW Top holdings2023-06-30 1.DDOG 2.MNDY 3.SNOW 4.TDG 5.TEAM 6.AMZN 7.GTM 8.DLO 9.SMARGBP 10.BILL
2023-03-31	11	$49.5M	0	1SNOW 2MNDY 3DDOG Top holdings2023-03-31 1.SNOW 2.MNDY 3.DDOG 4.TEAM 5.TDG 6.AMZN 7.GTM 8.DLO 9.SMARGBP 10.BILL
2022-12-31	10	$42.5M	0	1MNDY 2SNOW 3DDOG Top holdings2022-12-31 1.MNDY 2.SNOW 3.DDOG 4.TDG 5.TEAM 6.GTM 7.AMZN 8.SMARGBP 9.BILL
2022-09-30	8	$46.5M	0	1MNDY 2SNOW 3TEAM Top holdings2022-09-30 1.MNDY 2.SNOW 3.TEAM 4.TDG 5.DDOG 6.SMARGBP 7.BILL
2022-06-30	10	$44.6M	0	1MNDY 2TEAM 3TDG Top holdings2022-06-30 1.MNDY 2.TEAM 3.TDG 4.PPLI 5.DDOG 6.SNOW 7.SMARGBP 8.BILL 9.VMEO*
2022-03-31	7	$65.6M	0	1MNDY 2VMEO3TEAM Top holdings2022-03-31 1.MNDY 2.VMEO 3.TEAM 4.PPLI 5.TDG 6.SMARGBP
2021-12-31	7	$85.2M	0	1SMARGBP 2VMEO3TEAM Top holdings2021-12-31 1.SMARGBP 2.VMEO 3.TEAM 4.PPLI 5.TDG 6.AMZN
2021-09-30	7	$128.1M	0	1TEAM 2VMEO3SMARGBP Top holdings2021-09-30 1.TEAM 2.VMEO 3.SMARGBP 4.PPLI 5.TDG 6.AMZN
2021-06-30	8	$145.5M	92	1VMEO2TEAM 3SMARGBP Top holdings2021-06-30 1.VMEO 2.TEAM 3.SMARGBP 4.PPLI 5.AMZN 6.TDG 7.MELI
2021-03-31	8	$124.7M	64	1APPF 2SMARGBP344891N Top holdings2021-03-31 1.APPF 2.SMARGBP 3.44891N 4.AMZN 5.TDG 6.MELI 7.TEAM
2020-12-31	9	$223.1M	25	1APPF 2SMARGBP344891N Top holdings2020-12-31 1.APPF 2.SMARGBP 3.44891N 4.AMZN 5.TDG 6.LBTYA 7.MELI 8.TEAM
2020-09-30	8	$181.5M	31	1APPF 2SMARGBP 3AMZN Top holdings2020-09-30 1.APPF 2.SMARGBP 3.AMZN 4.44891N 5.TDG 6.LBTYA 7.TWLO
2020-06-30	7	$201.7M	42	1APPF 2AMZN 3TWLO Top holdings2020-06-30 1.APPF 2.AMZN 3.TWLO 4.SMARGBP 5.IACIEUR 6.LBTYA
2020-03-31	7	$141.8M	44	1APPF 2TWLO 3AMZN Top holdings2020-03-31 1.APPF 2.TWLO 3.AMZN 4.SMARGBP 5.HLF 6.LBTYA
2019-12-31	7	$181.5M	20	1APPF 2INSTEUR 3TWLO Top holdings2019-12-31 1.APPF 2.INSTEUR 3.TWLO 4.HLF 5.MDB 6.LBTYA
2019-09-30	8	$185.5M	23	1APPF 2INSTEUR 3TWLO Top holdings2019-09-30 1.APPF 2.INSTEUR 3.TWLO 4.HLF 5.LBTYA 6.MDB 7.SGI
2019-06-30	10	$204.4M	19	1APPF 2INSTEUR 3TWLO Top holdings2019-06-30 1.APPF 2.INSTEUR 3.TWLO 4.LBTYA 5.SGI 6.CHTR 7.ZM 8.HLF 9.APPN
2019-03-31	8	$183.3M	44	1APPF 2INSTEUR 3TWLO Top holdings2019-03-31 1.APPF 2.INSTEUR 3.TWLO 4.LBTYA 5.SGI 6.CHTR 7.HLF
2018-12-31	9	$158.2M	39	1INSTEUR 2APPF 3WK Top holdings2018-12-31 1.INSTEUR 2.APPF 3.WK 4.TWLO 5.LBTYA 6.CHTR 7.SGI 8.HLF
2018-09-30	9	$173.3M	36	1APPF 2WK 3INSTEUR Top holdings2018-09-30 1.APPF 2.WK 3.INSTEUR 4.HLF 5.TWLO 6.LBTYA 7.SGI 8.CHTR
2018-06-30	8	$120.0M	24	1APPF 2WK 3HLF Top holdings2018-06-30 1.APPF 2.WK 3.HLF 4.LBTYA 5.TWLO 6.SGI 7.CHTR
2018-03-31	9	$107.7M	16	1WK 2APPF 3HLF Top holdings2018-03-31 1.WK 2.APPF 3.HLF 4.LBTYA 5.TWLO 6.CHTR 7.SGI 8.ZAYOEUR
2017-12-31	9	$122.6M	7	1WK 2APPF 3HLF Top holdings2017-12-31 1.WK 2.APPF 3.HLF 4.LBTYA 5.SGI 6.CHTR 7.ZAYOEUR 8.TWLO
2017-09-30	9	$127.2M	30	1WK 2APPF 3HLF Top holdings2017-09-30 1.WK 2.APPF 3.HLF 4.LBTYA 5.SGI 6.CHTR 7.TWLO 8.ZAYOEUR
2017-06-30	6	$98.1M	22	1WK 2APPF 3HLF Top holdings2017-06-30 1.WK 2.APPF 3.HLF 4.LBTYA 5.CHTR
2017-03-31	7	$89.4M	33	1WK 2APPF 3LBTYA Top holdings2017-03-31 1.WK 2.APPF 3.LBTYA 4.HLF 5.CHTR 6.HLF 2 08-15-19
2016-12-31	7	$84.3M	62	1APPF 2WK 3LBTYA Top holdings2016-12-31 1.APPF 2.WK 3.LBTYA 4.CHTR 5.HLF 6.HLF 2 08-15-19
2016-09-30	6	$51.1M	43	1APPF 2LBTYA 3HLF Top holdings2016-09-30 1.APPF 2.LBTYA 3.HLF 4.HLF 2 08-15-19 5.USA
2016-06-30	4	$33.0M	66	1APPF 2LBTYA 3HLF 2 08-15-19 Top holdings2016-06-30 1.APPF 2.LBTYA 3.HLF 2 08-15-19
2016-03-31	5	$41.8M	29	1APPF 2LBTYA 3OASEUR Top holdings2016-03-31 1.APPF 2.LBTYA 3.OASEUR 4.HLF
2015-12-31	5	$39.8M	64	1APPF 2LBTYA 3OASEUR Top holdings2015-12-31 1.APPF 2.LBTYA 3.OASEUR 4.USA
2015-09-30	5	$31.3M	46	1LBTYA 2APPF 3PXDEUR Top holdings2015-09-30 1.LBTYA 2.APPF 3.PXDEUR 4.USA
2015-06-30	3	$24.2M	63	1LBTYA 2APPF Top holdings2015-06-30 1.LBTYA 2.APPF
2015-03-31	3	$17.9M	5	1LBTYA 2POST Top holdings2015-03-31 1.LBTYA 2.POST
2014-12-31	3	$17.1M	66	1LBTYA 2POST Top holdings2014-12-31 1.LBTYA 2.POST
2014-09-30	4	$18.2M	23	1LBTYA 2DG 3CHTR Top holdings2014-09-30 1.LBTYA 2.DG 3.CHTR
2014-06-30	3	$15.4M	0	1LBTYA 2CHTR Top holdings2014-06-30 1.LBTYA 2.CHTR

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
#	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

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%