Oberndorf William E
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Oberndorf William E reported 9 stock positions worth $61.3 million. Its top holding was Datadog Class A (DDOG) at 17.8% of the portfolio, followed by Atlassian Class A (TEAM, 16.2%) and Veeva Systems Class A (VEEV, 15.7%). Compared with Q4 2023, it sold out of 1, added to 2 and reduced 2. The biggest buy was Atlassian Class A (TEAM, shares +118%) and the biggest sale an exit from Snowflake (SNOW).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $61.3M (Q1 2024)
- SEC Filing
- 0000950123-24-005732 ↗ filed May 15, 2024
Holdings Value
Holdings 9 stocks · $61.3M
| DDOG Datadog Inc. Class A | 17.83% | 88,422 | $10.9M | Reduce -19.1% |
| TEAM Atlassian Corp. Class A | 16.20% | 50,902 | $9.9M | Add +118.0% |
| VEEV Veeva Systems Inc. Class A | 15.72% | 41,609 | $9.6M | No change |
| AMZN Amazon.com Inc. | 14.20% | 48,260 | $8.7M | Add +18.5% |
| MNDY Monday.com Ltd. | 11.49% | 31,179 | $7.0M | No change |
| TDG Transdigm Group Inc. | 7.98% | 3,973 | $4.9M | Reduce -38.2% |
| APPF Appfolio Inc. Class A | 7.02% | 17,433 | $4.3M | No change |
| SMAR Smartsheet Inc. Class A | 5.90% | 93,955 | $3.6M | No change |
| GTM Zoominfo Technologies Inc. | 3.67% | 140,485 | $2.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |