Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 8
- −1 vs. Q2 2024
- Portfolio value
- $75.4M
- +$18.4M (+32.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TEAMAtlassian Corp | CL A | 93,892 | $14.9M | 19.8% | +37,758+67.3% | Added | History |
| VEEVVeeva Systems Inc | Stock | 67,154 | $14.1M | 18.7% | +16,374+32.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 71,749 | $13.4M | 17.7% | +23,489+48.7% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 96,700 | $11.1M | 14.8% | +8,278+9.4% | Added | History |
| MNDYmonday.com Ltd. | SHS | 31,179 | $8.66M | 11.5% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 27,503 | $7.58M | 10.0% | +27,503 | New | History |
| SHOPShopify Inc. | Stock | 59,400 | $4.76M | 6.3% | +59,400 | New | History |
| APPFAppfolio Inc | COM CL A | 3,939 | $927.2K | 1.2% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.