Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- 0 vs. Q3 2025
- Portfolio value
- $79.0M
- +$4.80M (+6.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 411,371 | $13.6M | 17.2% | +189,207+85.2% | Added | History |
| ADSKAutodesk, Inc. | COM | 42,124 | $12.5M | 15.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 52,928 | $12.2M | 15.5% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 35,553 | $11.7M | 14.9% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 70,645 | $11.5M | 14.5% | +35,251+99.6% | Added | History |
| MNDYmonday.com Ltd. | SHS | 73,705 | $10.9M | 13.8% | +3,585+5.1% | Added | History |
| VEEVVeeva Systems Inc | Stock | 29,761 | $6.64M | 8.4% | −7,463−20.0% | Reduced | History |