Oberndorf William E
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Oberndorf William E reported 8 stock positions worth $55.0 million. Its top holding was Unitedhealth (UNH) at 26.9% of the portfolio, followed by Guidewire Software (GWRE, 16.1%) and Amazon.com (AMZN, 15.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Autodesk (ADSK, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $55.0M (Q2 2026)
- SEC Filing
- 0001193125-26-348152 ↗ filed Aug 13, 2026
Holdings Value
Holdings 8 stocks · $55.0M
| UNH Unitedhealth Group Inc. | 26.86% | 35,553 | $14.8M | No change |
| GWRE Guidewire Software Inc. | 16.10% | 71,997 | $8.9M | Add +16.6% |
| AMZN Amazon.com Inc. | 15.61% | 36,031 | $8.6M | No change |
| VEEV Veeva Systems Inc. Class A | 14.56% | 45,153 | $8.0M | No change |
| PHYS Sprott Physical Gold Trust | 12.31% | 224,439 | $6.8M | No change |
| GOOG Alphabet Inc. Class C | 8.17% | 12,719 | $4.5M | New |
| MNDY Monday.com Ltd. | 4.83% | 36,749 | $2.7M | New |
| ADSK Autodesk Inc. | 1.56% | 4,425 | $860K | Reduce -83.1% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $55.0M | UNH, GWRE, AMZN, VEEV, PHYS |
| Q1 2026 | 7 | $53.3M | UNH, GWRE, PHYS, VEEV, AMZN |
| Q4 2025 | 7 | $79.0M | PHYS, ADSK, AMZN, UNH, TEAM |
| Q3 2025 | 7 | $74.2M | MNDY, ADSK, UNH, AMZN, VEEV |
| Q2 2025 | 8 | $90.5M | MNDY, ADSK, AMZN, DDOG, VEEV |
| Q1 2025 | 8 | $77.9M | VEEV, AMZN, MNDY, TEAM, ADSK |
| Q4 2024 | 6 | $59.9M | AMZN, VEEV, TEAM, ADSK, MNDY |
| Q3 2024 | 8 | $75.4M | TEAM, VEEV, AMZN, DDOG, MNDY |
| Q2 2024 | 9 | $57.0M | DDOG, TEAM, AMZN, VEEV, MNDY |
| Q1 2024 | 9 | $61.3M | DDOG, TEAM, VEEV, AMZN, MNDY |