Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 9
- −1 vs. Q4 2023
- Portfolio value
- $61.3M
- −$58.0K (−0.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 88,422 | $10.9M | 17.8% | −20,802−19.0% | Reduced | History |
| TEAMAtlassian Corp | CL A | 50,902 | $9.93M | 16.2% | +27,555+118.0% | Added | History |
| VEEVVeeva Systems Inc | Stock | 41,609 | $9.64M | 15.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 48,260 | $8.71M | 14.2% | +7,544+18.5% | Added | History |
| MNDYmonday.com Ltd. | SHS | 31,179 | $7.04M | 11.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 3,973 | $4.89M | 8.0% | −2,458−38.2% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 17,433 | $4.30M | 7.0% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 93,955 | $3.62M | 5.9% | 00.0% | Unchanged | History |
| GTMZoomInfo Technologies Inc. | Stock | 140,485 | $2.25M | 3.7% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.