Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OBERNDORF WILLIAM E (CIK 1218663) reported $53.3M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UNH ($9.6M, 18.03%), GWRE ($9.2M, 17.31%), PHYS ($8.0M, 14.91%), VEEV ($7.9M, 14.87%), AMZN ($7.5M, 14.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UnitedHealth Group Inc | $9.6M | 18.03% | 35,553 | Hold |
| 2 | GWRE | Guidewire Software Inc | $9.2M | 17.31% | 61,751 | New |
| 3 | PHYS | Sprott Physical Gold Tr | $8.0M | 14.91% | 224,439 | Trimmed |
| 4 | VEEV | Veeva Sys Inc | $7.9M | 14.87% | 45,153 | Added |
| 5 | AMZN | Amazon com Inc. | $7.5M | 14.07% | 36,031 | Trimmed |
| 6 | ADSK | Autodesk Inc | $6.3M | 11.77% | 26,220 | Trimmed |
| 7 | TEAM | Atlassian Corporation | $4.8M | 9.04% | 70,645 | Hold |
| 8 | MNDY | Monday com Ltd | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31