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Oberndorf William E Top Holdings and 13F Report (2025)

About Oberndorf William E

Investment Activity

  • Oberndorf William E has $59.90 million in total holdings as of December 31, 2024.
  • Oberndorf William E owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Oberndorf William E has purchased 8 new stocks and bought additional shares in 0 stocks.
  • Oberndorf William E sold shares of 1 stock and completely divested from 3 stocks this quarter.

Largest Holdings

Amazon.com
$15,741,013
Veeva Systems
$14,119,128
Atlassian
$13,602,995
Autodesk
$8,129,062
monday.com
$7,340,784

Largest New Holdings this Quarter

CONFIDENTIAL
$0 Holding

Largest Sales this Quarter

Atlassian
38,000 shares (about $9.25M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOberndorf William E

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,741,0130.0%71,74926.3%Retail/Wholesale
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$14,119,1280.0%67,15423.6%Medical
Atlassian Co. stock logo
TEAM
Atlassian
$13,602,995$9,248,440 -40.5%55,89222.7%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$8,129,0620.0%27,50313.6%Computer and Technology
monday.com Ltd. stock logo
MNDY
monday.com
$7,340,7840.0%31,17912.3%Computer and Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$971,8300.0%3,9391.6%Computer and Technology
CONFIDENTIAL
$0New Holding00.0%CONFIDENTIAL
Datadog, Inc. stock logo
DDOG
Datadog
$0$11,126,302 -100.0%00.0%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$0$4,760,316 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data