Oberndorf William E Top Holdings and 13F Report (2025) About Oberndorf William EInvestment ActivityOberndorf William E has $90.49 million in total holdings as of June 30, 2025.Oberndorf William E owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 24.65% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Oberndorf William E has purchased 8 new stocks and bought additional shares in 3 stocks.Oberndorf William E sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings monday.com $20,138,041Autodesk $13,040,327Amazon.com $11,611,874Datadog $11,162,017Veeva Systems $10,719,767 Largest New Holdings this Quarter 02079K107 - Alphabet $9,095,318 Holding85207H104 - Sprott Physical Gold Tr $4,083,226 Holding000000000 - CONFIDENTIAL $0 Holding Largest Purchases this Quarter Alphabet 51,273 shares (about $9.10M)monday.com 13,754 shares (about $4.33M)Sprott Physical Gold Tr 161,074 shares (about $4.08M)Autodesk 10,895 shares (about $3.37M)Datadog 10,620 shares (about $1.43M) Largest Sales this Quarter Veeva Systems 29,119 shares (about $8.39M)Amazon.com 18,821 shares (about $4.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOberndorf William E Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMNDYmonday.com$20,138,041$4,325,358 ▲27.4%64,03622.3%Computer and TechnologyADSKAutodesk$13,040,327$3,372,765 ▲34.9%42,12414.4%Computer and TechnologyAMZNAmazon.com$11,611,874$4,129,139 ▼-26.2%52,92812.8%Retail/WholesaleDDOGDatadog$11,162,017$1,426,585 ▲14.7%83,09412.3%Computer and TechnologyVEEVVeeva Systems$10,719,767$8,385,689 ▼-43.9%37,22411.8%MedicalTEAMAtlassian$10,640,2910.0%52,39211.8%Computer and TechnologyGOOGAlphabet$9,095,318$9,095,318 ▲New Holding51,27310.1%Computer and TechnologySprott Physical Gold Tr$4,083,226$4,083,226 ▲New Holding161,0744.5%UNITCONFIDENTIAL$0New Holding00.0%CONFIDENTIALAPPFAppFolio$0$5,318,062 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$4,875,594 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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