Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 7
- 0 vs. Q1 2021
- Portfolio value
- $145.5M
- +$20.8M (+16.7%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VMEOVimeo, Inc. | COMMON STOCK | 1,015,649 | $49.8M | 34.2% | +1,015,649 | New | History |
| TEAMAtlassian Corp | CL A | 125,015 | $32.1M | 22.1% | +116,300+1,334.5% | Added | History |
| SMARSmartsheet Inc | COM CL A | 324,879 | $23.5M | 16.1% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 90,287 | $13.9M | 9.6% | +90,287 | New | History |
| AMZNAmazon Com Inc | Stock | 2,968 | $10.2M | 7.0% | −111−3.6% | Reduced | History |
| TDGTransDigm Group INC | COM | 13,373 | $8.66M | 5.9% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 4,714 | $7.34M | 5.0% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.