Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 10
- +1 vs. Q3 2023
- Portfolio value
- $61.4M
- +$6.70M (+12.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 109,224 | $13.3M | 21.6% | −27,504−20.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 41,609 | $8.01M | 13.1% | +41,609 | New | History |
| TDGTransDigm Group INC | COM | 6,431 | $6.51M | 10.6% | −3,078−32.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 40,716 | $6.19M | 10.1% | −2,774−6.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 29,600 | $5.89M | 9.6% | −24,738−45.5% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 31,179 | $5.86M | 9.5% | −8,854−22.1% | Reduced | History |
| TEAMAtlassian Corp | CL A | 23,347 | $5.55M | 9.0% | −22,037−48.6% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 93,955 | $4.49M | 7.3% | +33,818+56.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 17,433 | $3.02M | 4.9% | +17,433 | New | History |
| GTMZoomInfo Technologies Inc. | Stock | 140,485 | $2.60M | 4.2% | −4,782−3.3% | Reduced | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.