Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- +2 vs. Q4 2024
- Portfolio value
- $77.9M
- +$18.0M (+30.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 66,343 | $15.4M | 19.7% | −811−1.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 71,749 | $13.7M | 17.5% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 50,282 | $12.2M | 15.7% | +19,103+61.3% | Added | History |
| TEAMAtlassian Corp | CL A | 52,392 | $11.1M | 14.3% | −3,500−6.3% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 31,229 | $8.18M | 10.5% | +3,726+13.5% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 72,474 | $7.19M | 9.2% | +72,474 | New | History |
| APPFAppfolio Inc | COM CL A | 24,184 | $5.32M | 6.8% | +20,245+514.0% | Added | History |
| MDBMongoDB, Inc. | CL A | 27,797 | $4.88M | 6.3% | +27,797 | New | History |