Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 9
- 0 vs. Q1 2024
- Portfolio value
- $57.0M
- −$4.28M (−7.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 88,422 | $11.5M | 20.1% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 56,134 | $9.93M | 17.4% | +5,232+10.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 48,260 | $9.33M | 16.4% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 50,780 | $9.29M | 16.3% | +9,171+22.0% | Added | History |
| MNDYmonday.com Ltd. | SHS | 31,179 | $7.51M | 13.2% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 93,955 | $4.14M | 7.3% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,040 | $2.61M | 4.6% | −1,933−48.7% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 140,485 | $1.79M | 3.1% | 00.0% | Unchanged | History |
| APPFAppfolio Inc | COM CL A | 3,939 | $963.4K | 1.7% | −13,494−77.4% | Reduced | History |