Oberndorf William E
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Oberndorf William E reported 8 stock positions worth $90.5 million. Its top holding was Monday.com (MNDY) at 22.3% of the portfolio, followed by Autodesk (ADSK, 14.4%) and Amazon.com (AMZN, 12.8%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 3 and reduced 2. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Veeva Systems Class A (VEEV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $90.5M (Q2 2025)
- SEC Filing
- 0000950123-25-007482 ↗ filed Aug 11, 2025
Holdings Value
Holdings 8 stocks · $90.5M
| MNDY Monday.com Ltd. | 22.25% | 64,036 | $20.1M | Add +27.4% |
| ADSK Autodesk Inc. | 14.41% | 42,124 | $13.0M | Add +34.9% |
| AMZN Amazon.com Inc. | 12.83% | 52,928 | $11.6M | Reduce -26.2% |
| DDOG Datadog Inc. Class A | 12.34% | 83,094 | $11.2M | Add +14.7% |
| VEEV Veeva Systems Inc. Class A | 11.85% | 37,224 | $10.7M | Reduce -43.9% |
| TEAM Atlassian Corp. Class A | 11.76% | 52,392 | $10.6M | No change |
| GOOG Alphabet Inc. Class C | 10.05% | 51,273 | $9.1M | New |
| PHYS Sprott Physical Gold Trust | 4.51% | 161,074 | $4.1M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |