Oberndorf William E Portfolio Holdings

Oberndorf William E

  • $65.5 Million
  • Q3 2025

Oberndorf William E has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $65.5 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Monday.Com Ltd. with a value of $13.6M, Unitedhealth Group Inc with a value of $12.3M, Amazon Com Inc with a value of $11.6M, Veeva Systems Inc with a value of $11.1M, and Autodesk, Inc. with a value of $10.4M.

Examining the 13F form we can see an decrease of $11.7M in the current position value, from $77.2M to 65.5M.

Oberndorf William E is based out at San Francisco, CA

Below you can find more details about Oberndorf William E portfolio as well as his latest detailed transactions.

Portfolio value $65.5 Million
Technology: $23.9 Million
Healthcare: $23.4 Million
Consumer Cyclical: $11.6 Million
Financial Services: $6.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.02B
$13.6 Million 20.73% of portfolio
70,120
Q3 2025 Added 9.5%
$300B
$12.3 Million 18.74% of portfolio
35,553
Q3 2025 New
$2.39T
$11.6 Million 17.74% of portfolio
52,928
Q2 2025 Reduced 26.23%
$41.2B
$11.1 Million 16.93% of portfolio
37,224
Q2 2025 Reduced 43.89%
$53.1B
$10.4 Million 15.81% of portfolio
42,124
Q2 2025 Added 34.89%
$0
$6.58 Million 10.05% of portfolio
222,164
Q3 2025 Added 37.93%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 32.44%
Confidential
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $65.5 Million
  • Prior Value $77.2 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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