Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 10
- +1 vs. Q4 2022
- Portfolio value
- $49.5M
- +$6.99M (+16.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 56,583 | $8.73M | 17.6% | +1,500+2.7% | Added | History |
| MNDYmonday.com Ltd. | SHS | 60,313 | $8.61M | 17.4% | −16,687−21.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 101,680 | $7.39M | 14.9% | +6,689+7.0% | Added | History |
| TEAMAtlassian Corp | CL A | 40,226 | $6.89M | 13.9% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 8,598 | $6.34M | 12.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 36,190 | $3.74M | 7.6% | +2,990+9.0% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 119,367 | $2.95M | 6.0% | +12,067+11.2% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 179,792 | $2.92M | 5.9% | +179,792 | New | History |
| SMARSmartsheet Inc | COM CL A | 39,561 | $1.89M | 3.8% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 273 | $22.2K | <0.1% | 00.0% | Unchanged | History |