Oberndorf William E
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Oberndorf William E reported 8 stock positions worth $75.4 million. Its top holding was Atlassian Class A (TEAM) at 19.8% of the portfolio, followed by Veeva Systems Class A (VEEV, 18.7%) and Amazon.com (AMZN, 17.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 3 and added to 4. The biggest buy was a new position in Autodesk (ADSK) and the biggest sale an exit from Smartsheet Class A (SMAR).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $75.4M (Q3 2024)
- SEC Filing
- 0000950123-24-011025 ↗ filed Nov 13, 2024
Holdings Value
Holdings 8 stocks · $75.4M
| TEAM Atlassian Corp. Class A | 19.77% | 93,892 | $14.9M | Add +67.3% |
| VEEV Veeva Systems Inc. Class A | 18.69% | 67,154 | $14.1M | Add +32.2% |
| AMZN Amazon.com Inc. | 17.73% | 71,749 | $13.4M | Add +48.7% |
| DDOG Datadog Inc. Class A | 14.75% | 96,700 | $11.1M | Add +9.4% |
| MNDY Monday.com Ltd. | 11.48% | 31,179 | $8.7M | No change |
| ADSK Autodesk Inc. | 10.05% | 27,503 | $7.6M | New |
| SHOP Shopify Inc. Class A | 6.31% | 59,400 | $4.8M | New |
| APPF Appfolio Inc. Class A | 1.23% | 3,939 | $927K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |