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Oberndorf William E

SEC CIK
0001218663
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
7
−2 vs. Q2 2022
Portfolio value
$46.5M
+$1.81M (+4.1%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Oberndorf William E in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MNDYmonday.com Ltd.SHS133,500$15.1M32.6%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock55,083$9.36M20.2%+36,383+194.6%AddedHistory
TEAMAtlassian CorpCL A40,226$8.47M18.2%00.0%UnchangedHistory
TDGTransDigm Group INCCOM13,373$7.02M15.1%00.0%UnchangedHistory
Datadog Inc23804L903CALL52,091$4.63M10.0%00.0%Unchanged–
SMARSmartsheet IncCOM CL A51,561$1.77M3.8%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock545$72.0K0.2%00.0%UnchangedHistory

Sold out since Q2 2022 (2)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Oberndorf William E sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
PPLIPeople IncCOM NEW90,287$6.86M15.4%History
VMEOVimeo, Inc.COMMON STOCK8,278$50.0K0.1%History