Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 18, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 6
- −2 vs. Q3 2024
- Portfolio value
- $59.9M
- −$15.5M (−20.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 71,749 | $15.7M | 26.3% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 67,154 | $14.1M | 23.6% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 55,892 | $13.6M | 22.7% | −38,000−40.5% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 27,503 | $8.13M | 13.6% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 31,179 | $7.34M | 12.3% | 00.0% | Unchanged | History |
| APPFAppfolio Inc | COM CL A | 3,939 | $971.8K | 1.6% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.