Oberndorf William E
- SEC CIK
- 0001218663
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- +1 vs. Q1 2026
- Portfolio value
- $55.0M
- +$1.68M (+3.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 35,553 | $14.8M | 26.9% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 71,997 | $8.86M | 16.1% | +10,246+16.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 36,031 | $8.59M | 15.6% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 45,153 | $8.01M | 14.6% | 00.0% | Unchanged | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 224,439 | $6.77M | 12.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 12,719 | $4.49M | 8.2% | +12,719 | New | History |
| MNDYmonday.com Ltd. | SHS | 36,749 | $2.66M | 4.8% | +36,749 | New | History |
| ADSKAutodesk, Inc. | COM | 4,425 | $860.3K | 1.6% | −21,795−83.1% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.