Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 9
- −1 vs. Q2 2023
- Portfolio value
- $54.7M
- −$8.42M (−13.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 136,728 | $12.5M | 22.8% | +23,148+20.4% | Added | History |
| TEAMAtlassian Corp | CL A | 45,384 | $9.15M | 16.7% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 54,338 | $8.30M | 15.2% | −7,701−12.4% | Reduced | History |
| TDGTransDigm Group INC | COM | 9,509 | $8.02M | 14.7% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 40,033 | $6.37M | 11.7% | −25,000−38.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 43,490 | $5.53M | 10.1% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 60,137 | $2.43M | 4.5% | +12,900+27.3% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 145,267 | $2.38M | 4.4% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 273 | $29.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.