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Oberndorf William E

SEC CIK
0001218663
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
6
0 vs. Q4 2021
Portfolio value
$65.6M
−$19.6M (−23.0%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Oberndorf William E in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MNDYmonday.com Ltd.SHS133,500$21.1M32.2%+133,500NewHistory
VMEOVimeo, Inc.COMMON STOCK1,015,649$12.1M18.4%00.0%UnchangedHistory
TEAMAtlassian CorpCL A40,226$11.8M18.0%+2,130+5.6%AddedHistory
PPLIPeople IncCOM NEW90,287$9.05M13.8%00.0%UnchangedHistory
TDGTransDigm Group INCCOM13,373$8.71M13.3%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A51,561$2.83M4.3%−273,318−84.1%ReducedHistory

Sold out since Q4 2021 (1)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Oberndorf William E sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
AMZNAmazon Com IncStock2,094$6.98M8.2%History