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Oberndorf William E

SEC CIK
0001218663
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
6
−1 vs. Q2 2021
Portfolio value
$128.1M
−$17.4M (−11.9%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Oberndorf William E in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
TEAMAtlassian CorpCL A125,015$48.9M38.2%00.0%UnchangedHistory
VMEOVimeo, Inc.COMMON STOCK1,015,649$29.8M23.3%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A324,879$22.4M17.5%00.0%UnchangedHistory
PPLIPeople IncCOM NEW90,287$11.8M9.2%00.0%UnchangedHistory
TDGTransDigm Group INCCOM13,373$8.35M6.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,094$6.88M5.4%−874−29.4%ReducedHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Oberndorf William E sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MELIMercadolibre IncCOM4,714$7.34M5.0%History