Oberndorf William E Portfolio Holdings by Sector
Oberndorf William E
- $77.2 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
MNDY DDOG ADSK 3 stocks |
$41,655
53.98% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,611
15.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$10,719
13.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$9,095
11.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$4,083
5.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|