Oberndorf William E 13F Holdings · Q2 2026
Oberndorf William E reported 8 securities worth $55.02M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: UNH (26.86%), GWRE (16.10%), AMZN (15.61%). Among its top 25 positions this quarter: 2 new, 1 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UnitedHealth Group Inc | $14.8M | 26.86% | 35,553 | Hold |
| 2 | GWRE | Guidewire Software Inc | $8.9M | 16.10% | 71,997 | Added |
| 3 | AMZN | Amazon com Inc. | $8.6M | 15.61% | 36,031 | Hold |
| 4 | VEEV | Veeva Sys Inc | $8.0M | 14.56% | 45,153 | Hold |
| 5 | PHYS | Sprott Physical Gold Tr | $6.8M | 12.31% | 224,439 | Hold |
| 6 | GOOG | Alphabet Inc. | $4.5M | 8.17% | 12,719 | New |
| 7 | MNDY | Monday com Ltd | $2.7M | 4.83% | 36,749 | New |
| 8 | ADSK | Autodesk Inc | $860,308 | 1.56% | 4,425 | Trimmed |
| 9 | TEAM | Atlassian Corporation | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR