Oberndorf William E
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Oberndorf William E reported 9 stock positions worth $57.0 million. Its top holding was Datadog Class A (DDOG) at 20.1% of the portfolio, followed by Atlassian Class A (TEAM, 17.4%) and Amazon.com (AMZN, 16.4%). Compared with Q1 2024, it added to 2 and reduced 2. The biggest buy was Atlassian Class A (TEAM, shares +10%) and the biggest sale Appfolio Class A (APPF, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $57.0M (Q2 2024)
- SEC Filing
- 0000950123-24-007911 ↗ filed Aug 12, 2024
Holdings Value
Holdings 9 stocks · $57.0M
| DDOG Datadog Inc. Class A | 20.11% | 88,422 | $11.5M | No change |
| TEAM Atlassian Corp. Class A | 17.41% | 56,134 | $9.9M | Add +10.3% |
| AMZN Amazon.com Inc. | 16.35% | 48,260 | $9.3M | No change |
| VEEV Veeva Systems Inc. Class A | 16.30% | 50,780 | $9.3M | Add +22.0% |
| MNDY Monday.com Ltd. | 13.16% | 31,179 | $7.5M | No change |
| SMAR Smartsheet Inc. Class A | 7.26% | 93,955 | $4.1M | No change |
| TDG Transdigm Group Inc. | 4.57% | 2,040 | $2.6M | Reduce -48.6% |
| GTM Zoominfo Technologies Inc. | 3.15% | 140,485 | $1.8M | No change |
| APPF Appfolio Inc. Class A | 1.69% | 3,939 | $963K | Reduce -77.4% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |