OBERNDORF WILLIAM E
CIK 1218663 · View on SEC EDGAR ↗
- Portfolio value
- $55.0M
- Positions
- 8
- As of
- June 30, 2026
#8,681 of 9,443 by 13F value · top 91.9%
Portfolio value QoQ: +3.1% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 8
- Effective number of positions
- 6.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 15.53% Est. buys $8,415,034 · sells $9,058,903
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held
- New positions
- 2
- Increased
- 1
- Decreased
- 1
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Health Care
41.4%
Technology
22.5%
Retail
15.6%
Communication Services
8.2%
Other/Unmapped
12.3%
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $14,776,893 | 26.86% | 35,553 | $5,156,606 | |||
| GWRE Guidewire Software, Inc. Common Stock | $8,859,231 | 16.10% | 71,997 | $-376,248 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,587,629 | 15.61% | 36,031 | $1,083,453 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $8,013,303 | 14.56% | 45,153 | $81,727 | |||
| PHYS | $6,771,325 | 12.31% | 224,439 | $-1,182,793 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4,494,004 | 8.17% | 12,719 | ||||
| MNDY monday.com Ltd. - Ordinary Shares | $2,660,260 | 4.83% | 36,749 | ||||
| ADSK Autodesk, Inc. - Common Stock | $860,308 | 1.56% | 4,425 | $-5,416,760 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| UNH | Price move only | +0 | +$5.2M |
| PHYS | Price move only | +0 | -$1.2M |
| AMZN | Price move only | +0 | +$1.1M |
| GWRE | Bought more | +10K | -$376K |
| VEEV | Price move only | +0 | +$82K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DDOG | Sept. 30, 2025 | 83,094 | $11,162,017 | 67.4% |
| MNDY | March 31, 2026 | 73,705 | $10,875,910 | 32.3% |
| GOOG | Sept. 30, 2025 | 51,273 | $9,095,318 | 40.2% |
| APPF | June 30, 2025 | 24,184 | $5,318,062 | -8.3% |
| MDB | June 30, 2025 | 27,797 | $4,875,594 | 103.7% |
| TEAM | June 30, 2026 | 70,645 | $4,821,522 | 115.2% |