Oberndorf William E
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Oberndorf William E reported 8 stock positions worth $77.9 million. Its top holding was Veeva Systems Class A (VEEV) at 19.7% of the portfolio, followed by Amazon.com (AMZN, 17.5%) and Monday.com (MNDY, 15.7%). Compared with Q4 2024, it opened 2 new positions, added to 3 and reduced 2. The biggest buy was a new position in Datadog Class A (DDOG) and the biggest sale Atlassian Class A (TEAM, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $77.9M (Q1 2025)
- SEC Filing
- 0000950123-25-005008 ↗ filed May 14, 2025
Holdings Value
Holdings 8 stocks · $77.9M
| VEEV Veeva Systems Inc. Class A | 19.72% | 66,343 | $15.4M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 17.52% | 71,749 | $13.7M | No change |
| MNDY Monday.com Ltd. | 15.69% | 50,282 | $12.2M | Add +61.3% |
| TEAM Atlassian Corp. Class A | 14.27% | 52,392 | $11.1M | Reduce -6.3% |
| ADSK Autodesk Inc. | 10.49% | 31,229 | $8.2M | Add +13.6% |
| DDOG Datadog Inc. Class A | 9.23% | 72,474 | $7.2M | New |
| APPF Appfolio Inc. Class A | 6.82% | 24,184 | $5.3M | Add +514.0% |
| MDB Mongodb Inc. | 6.26% | 27,797 | $4.9M | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |