Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- +2 vs. Q3 2022
- Portfolio value
- $42.5M
- −$3.97M (−8.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 77,000 | $9.39M | 22.1% | −56,500−42.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 55,083 | $7.91M | 18.6% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 94,991 | $6.98M | 16.4% | +94,991 | New | History |
| TDGTransDigm Group INC | COM | 8,598 | $5.41M | 12.7% | −4,775−35.7% | Reduced | History |
| TEAMAtlassian Corp | CL A | 40,226 | $5.18M | 12.2% | 00.0% | Unchanged | History |
| GTMZoomInfo Technologies Inc. | Stock | 107,300 | $3.23M | 7.6% | +107,300 | New | History |
| AMZNAmazon Com Inc | Stock | 33,200 | $2.79M | 6.6% | +33,200 | New | History |
| SMARSmartsheet Inc | COM CL A | 39,561 | $1.56M | 3.7% | −12,000−23.3% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 273 | $29.7K | 0.1% | −272−49.9% | Reduced | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Datadog Inc23804L903 | CALL | 52,091 | $4.63M | 10.0% | – |