2026 Q2 Portfolio Activity
In 2026 Q2, OBERNDORF WILLIAM E maintained a portfolio of 9 distinct positions. The most significant new addition was Alphabet Inc., now representing 8.17% of the total fund value. They heavily accumulated shares in Guidewire Software Inc, increasing the position by 16.6%. The fund also reduced its exposure to Autodesk Inc by 83.1%.
Position History
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Total Positions
9
Quarter
2026 Q2
Top Holding
UNH (26.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
OBERNDORF WILLIAM E Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
UNH
UnitedHealth Gr...
|
Healthcare | 26.86% | 18.03% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
35,553 | $14,776,893 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GWRE
Guidewire Softw...
|
Technology | 16.10% | 17.31% |
#2
Prev: #2
|
7.5 |
—
|
10,246 | 16.6% |
P
S
|
71,997 | $8,859,231 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMZN
Amazon com Inc.
|
Consumer Cyclical | 15.61% | 14.07% |
#3
2
Prev: #5
|
6.0 |
—
|
no change | no change |
P
S
|
36,031 | $8,587,629 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VEEV
Veeva Sys Inc
|
Healthcare | 14.56% | 14.87% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
45,153 | $8,013,303 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PHYS
Sprott Physical...
|
Unknown | 12.31% | 14.91% |
#5
2
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
224,439 | $6,771,325 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
Alphabet Inc.
|
Communication Services | 8.17% | — |
#6
Prev: #—
|
6.8 |
—
|
12,719 | — |
NEW
|
12,719 | $4,494,004 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MNDY
Monday com Ltd
|
Technology | 4.83% | — |
#7
Prev: #—
|
5.4 |
—
|
36,749 | — |
NEW
|
36,749 | $2,660,260 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADSK
Autodesk Inc
|
Technology | 1.56% | 11.77% |
#8
2
Prev: #6
|
0.6 |
—
|
-21,795 | -83.1% |
P
S
|
4,425 | $860,308 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TEAM
Atlassian Corpo...
|
Technology | 0.00% | 9.04% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-70,645 | -100.0% |
CLOSED
|
— | $— | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-9 of 9 holdings