Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 7
- 0 vs. Q4 2025
- Portfolio value
- $53.3M
- −$25.6M (−32.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 35,553 | $9.62M | 18.0% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 61,751 | $9.24M | 17.3% | +61,751 | New | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 224,439 | $7.95M | 14.9% | −186,932−45.4% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 45,153 | $7.93M | 14.9% | +15,392+51.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 36,031 | $7.50M | 14.1% | −16,897−31.9% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 26,220 | $6.28M | 11.8% | −15,904−37.8% | Reduced | History |
| TEAMAtlassian Corp | CL A | 70,645 | $4.82M | 9.0% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.