Oberndorf William E
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Oberndorf William E reported 6 stock positions worth $59.9 million. Its top holding was Amazon.com (AMZN) at 26.3% of the portfolio, followed by Veeva Systems Class A (VEEV, 23.6%) and Atlassian Class A (TEAM, 22.7%). Compared with Q3 2024, it sold out of 2 and reduced 1. The biggest sale was an exit from Datadog Class A (DDOG).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $59.9M (Q4 2024)
- SEC Filing
- 0000950123-25-002836 ↗ filed Feb 18, 2025
Holdings Value
Holdings 6 stocks · $59.9M
| AMZN Amazon.com Inc. | 26.28% | 71,749 | $15.7M | No change |
| VEEV Veeva Systems Inc. Class A | 23.57% | 67,154 | $14.1M | No change |
| TEAM Atlassian Corp. Class A | 22.71% | 55,892 | $13.6M | Reduce -40.5% |
| ADSK Autodesk Inc. | 13.57% | 27,503 | $8.1M | No change |
| MNDY Monday.com Ltd. | 12.25% | 31,179 | $7.3M | No change |
| APPF Appfolio Inc. Class A | 1.62% | 3,939 | $972K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |