OBERNDORF WILLIAM E — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, OBERNDORF WILLIAM E maintained a portfolio of 8 distinct positions. The most significant new addition was Guidewire Software Inc, now representing 17.31% of the total fund value. They heavily accumulated shares in Veeva Sys Inc, increasing the position by 51.7%. Conversely, OBERNDORF WILLIAM E completely exited their position in Monday com Ltd.
Position History hover any row below to update
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OBERNDORF WILLIAM E San Francisco, CA Family Office AUM $45M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
UNH (18.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
UNH
UnitedHealth Gr...
Healthcare 18.03% 14.86% #1 3
Prev: #4
7.0
—
no change no change
P
S
35,553 $9,620,287 2014 Q2 13F Filing 2026-03-31 2026-05-14
GWRE
Guidewire Softw...
Technology 17.31% — #2
Prev: #—
9.0
—
61,751 —
NEW
 61,751 $9,235,479 2026 Q1 13F Filing 2026-03-31 2026-05-14
PHYS
Sprott Physical...
Unknown 14.91% 17.20% #3 2
Prev: #1
5.0
—
-186,932 -45.4%
P
S
224,439 $7,954,118 2014 Q2 13F Filing 2026-03-31 2026-05-14
VEEV
Veeva Sys Inc
Healthcare 14.87% 8.41% #4 3
Prev: #7
7.5
—
15,392 51.7%
P
S
45,153 $7,931,576 2014 Q2 13F Filing 2026-03-31 2026-05-14
AMZN
Amazon com Inc.
Consumer Cyclical 14.07% 15.47% #5 2
Prev: #3
4.5
—
-16,897 -31.9%
P
S
36,031 $7,504,176 2014 Q2 13F Filing 2026-03-31 2026-05-14
ADSK
Autodesk Inc
Technology 11.77% 15.79% #6 4
Prev: #2
4.0
—
-15,904 -37.8%
P
S
26,220 $6,277,068 2014 Q2 13F Filing 2026-03-31 2026-05-14
TEAM
Atlassian Corpo...
Technology 9.04% 14.50% #7 2
Prev: #5
4.6
—
no change no change
P
S
70,645 $4,821,522 2014 Q2 13F Filing 2026-03-31 2026-05-14
MNDY
Monday com Ltd
Technology 0.00% 13.77%
Sold All 😨
(Was: #6)
 0.0
—
-73,705 -100.0%
CLOSED
 — $— 2014 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-8 of 8 holdings

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