Oberndorf William E
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Oberndorf William E reported 7 stock positions worth $74.2 million. Its top holding was Monday.com (MNDY) at 18.3% of the portfolio, followed by Autodesk (ADSK, 18.0%) and Unitedhealth (UNH, 16.5%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 2 and reduced 1. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Datadog Class A (DDOG).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001218663
- Portfolio Value
- $74.2M (Q3 2025)
- SEC Filing
- 0001193125-25-279251 ↗ filed Nov 13, 2025
Holdings Value
Holdings 7 stocks · $74.2M
| MNDY Monday.com Ltd. | 18.31% | 70,120 | $13.6M | Add +9.5% |
| ADSK Autodesk Inc. | 18.04% | 42,124 | $13.4M | No change |
| UNH Unitedhealth Group Inc. | 16.55% | 35,553 | $12.3M | New |
| AMZN Amazon.com Inc. | 15.67% | 52,928 | $11.6M | No change |
| VEEV Veeva Systems Inc. Class A | 14.95% | 37,224 | $11.1M | No change |
| PHYS Sprott Physical Gold Trust | 8.87% | 222,164 | $6.6M | Add +37.9% |
| TEAM Atlassian Corp. Class A | 7.62% | 35,394 | $5.7M | Reduce -32.4% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |