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Oberndorf William E

SEC CIK
0001218663
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
6
0 vs. Q3 2021
Portfolio value
$85.2M
−$42.9M (−33.5%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Oberndorf William E in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SMARSmartsheet IncCOM CL A324,879$25.2M29.5%00.0%UnchangedHistory
VMEOVimeo, Inc.COMMON STOCK1,015,649$18.2M21.4%00.0%UnchangedHistory
TEAMAtlassian CorpCL A38,096$14.5M17.0%−86,919−69.5%ReducedHistory
PPLIPeople IncCOM NEW90,287$11.8M13.8%00.0%UnchangedHistory
TDGTransDigm Group INCCOM13,373$8.51M10.0%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,094$6.98M8.2%00.0%UnchangedHistory