Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- 0 vs. Q1 2025
- Portfolio value
- $90.5M
- +$12.6M (+16.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 64,036 | $20.1M | 22.3% | +13,754+27.4% | Added | History |
| ADSKAutodesk, Inc. | COM | 42,124 | $13.0M | 14.4% | +10,895+34.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 52,928 | $11.6M | 12.8% | −18,821−26.2% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 83,094 | $11.2M | 12.3% | +10,620+14.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 37,224 | $10.7M | 11.8% | −29,119−43.9% | Reduced | History |
| TEAMAtlassian Corp | CL A | 52,392 | $10.6M | 11.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 51,273 | $9.10M | 10.1% | +51,273 | New | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 161,074 | $4.08M | 4.5% | +161,074 | New | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.