OBERNDORF WILLIAM E
Portfolio value QoQ: +3.1% 13F does not disclose cash
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 Q1 2025–Q2 2026 · 66.7% still held
Sector breakdown
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| UNH | $14,776,893 | 26.86% | 35,553 | $5,156,606 | |||
| GWRE | $8,859,231 | 16.10% | 71,997 | $-376,248 | Up ×1 | ||
| AMZN | $8,587,629 | 15.61% | 36,031 | $1,083,453 | |||
| VEEV | $8,013,303 | 14.56% | 45,153 | $81,727 | |||
| PHYS | $6,771,325 | 12.31% | 224,439 | $-1,182,793 | |||
| GOOG | $4,494,004 | 8.17% | 12,719 | ||||
| MNDY | $2,660,260 | 4.83% | 36,749 | ||||
| ADSK | $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 — reported move looks larger than the position itself (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 | 94.7% |
| MNDY | March 31, 2026 | 73,705 | $10,875,910 | 14.0% |
| GOOG | Sept. 30, 2025 | 51,273 | $9,095,318 | 39.7% |
| APPF | June 30, 2025 | 24,184 | $5,318,062 | -11.9% |
| MDB | June 30, 2025 | 27,797 | $4,875,594 | 70.5% |
| TEAM | June 30, 2026 | 70,645 | $4,821,522 | 141.5% |