Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- 0 vs. Q1 2023
- Portfolio value
- $63.1M
- +$13.6M (+27.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 113,580 | $11.2M | 17.7% | +11,900+11.7% | Added | History |
| MNDYmonday.com Ltd. | SHS | 65,033 | $11.1M | 17.7% | +4,720+7.8% | Added | History |
| SNOWSnowflake Inc. | Stock | 62,039 | $10.9M | 17.3% | +5,456+9.6% | Added | History |
| TDGTransDigm Group INC | COM | 9,509 | $8.50M | 13.5% | +911+10.6% | Added | History |
| TEAMAtlassian Corp | CL A | 45,384 | $7.62M | 12.1% | +5,158+12.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 43,490 | $5.67M | 9.0% | +7,300+20.2% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 145,267 | $3.69M | 5.8% | +25,900+21.7% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 208,092 | $2.54M | 4.0% | +28,300+15.7% | Added | History |
| SMARSmartsheet Inc | COM CL A | 47,237 | $1.81M | 2.9% | +7,676+19.4% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 273 | $31.9K | 0.1% | 00.0% | Unchanged | History |