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Oberndorf William E

SEC CIK
0001218663
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
9
+3 vs. Q1 2022
Portfolio value
$44.6M
−$20.9M (−31.9%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Oberndorf William E in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MNDYmonday.com Ltd.SHS133,500$13.8M30.9%00.0%UnchangedHistory
TEAMAtlassian CorpCL A40,226$7.54M16.9%00.0%UnchangedHistory
TDGTransDigm Group INCCOM13,373$7.18M16.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW90,287$6.86M15.4%00.0%UnchangedHistory
Datadog Inc23804L903CALL52,091$4.96M11.1%+52,091New–
SNOWSnowflake Inc.Stock18,700$2.60M5.8%+18,700NewHistory
SMARSmartsheet IncCOM CL A51,561$1.62M3.6%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock545$60.0K0.1%+545NewHistory
VMEOVimeo, Inc.COMMON STOCK8,278$50.0K0.1%−1,007,371−99.2%ReducedHistory