OBERNDORF WILLIAM E

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, OBERNDORF WILLIAM E maintained a portfolio of 8 distinct positions. The most significant new addition to the portfolio was Guidewire Software I, which now represents 17.31% of the total fund value. Conversely, OBERNDORF WILLIAM E completely exited their position in Monday com Ltd.
PCA Score Concentration Risk
Risk ENB
Total Positions
8
Quarter
2026 Q1
Top Holding
UNH (18.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
UNH
UnitedHealth Gr...
 Healthcare 18.03% 14.86% #1 3
Prev: #4
7.0 no change no change
P
S
35,553 $9,620,287
$67.46 +311.0%
$270.59 +2.5%
2014 Q2 13F Filing 2026-03-31 2026-05-14
GWRE
Guidewire Softw...
 Technology 17.31% — #2
Prev: #—
9.0 61,751 no change
NEW
 61,751 $9,235,479
$149.56 +0.8%
$149.56 +0.8%
2026 Q1 13F Filing 2026-03-31 2026-05-14
PHYS
Sprott Physical...
 Unknown 14.91% 17.20% #3 2
Prev: #1
5.0 -186,932 -45.4%
P
S
224,439 $7,954,118
$19.02 +86.0%
$35.44 -0.1%
2014 Q2 13F Filing 2026-03-31 2026-05-14
VEEV
Veeva Sys Inc
 Healthcare 14.87% 8.41% #4 3
Prev: #7
7.5 15,392 51.7%
P
S
45,153 $7,931,576 2014 Q2 13F Filing 2026-03-31 2026-05-14
AMZN
Amazon com Inc.
 Consumer Cyclical 14.07% 15.47% #5 2
Prev: #3
4.5 -16,897 -31.9%
P
S
36,031 $7,504,176 2014 Q2 13F Filing 2026-03-31 2026-05-14
ADSK
Autodesk Inc
 Technology 11.77% 15.79% #6 4
Prev: #2
4.0 -15,904 -37.8%
P
S
26,220 $6,277,068 2014 Q2 13F Filing 2026-03-31 2026-05-14
TEAM
Atlassian Corpo...
 Technology 9.04% 14.50% #7 2
Prev: #5
4.6 no change no change
P
S
70,645 $4,821,522 2014 Q2 13F Filing 2026-03-31 2026-05-14
MNDY
Monday com Ltd
 Technology 0.00% 13.77%
Sold All 😨
(Was: #6)
 0.0 -73,705 -100.0%
CLOSED
 — $— 2014 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-8 of 8 holdings

Unlock Full OBERNDORF WILLIAM E Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics