Oberndorf William E has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $77.2 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Monday.Com Ltd. with a value of $20.1M, Amazon Com Inc with a value of $11.6M, Datadog, Inc. with a value of $11.2M, Veeva Systems Inc with a value of $10.7M, and Autodesk, Inc. with a value of $10.4M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $66.3M to 77.2M.

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 $77.2 Million
Technology: $41.7 Million
Consumer Cyclical: $11.6 Million
Healthcare: $10.7 Million
Communication Services: $9.1 Million
Financial Services: $4.08 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $77.2 Million
  • Prior Value $66.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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