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OBERNDORF WILLIAM E 13F holdings

Filed 2026-08-13 · OBERNDORF WILLIAM E · 8 positions · $55.0M

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TickerCompanySharesValue% of portfolio
UNHUnitedHealth Group Inc35.6K$14.8M26.9%
GWREGuidewire Software Inc72.0K$8.9M16.1%
AMZNAmazon com Inc.36.0K$8.6M15.6%
VEEVVeeva Sys Inc45.2K$8.0M14.6%
PHYSSprott Physical Gold Tr224.4K$6.8M12.3%
GOOGAlphabet Inc.12.7K$4.5M8.2%
MNDYMonday com Ltd36.7K$2.7M4.8%
ADSKAutodesk Inc4.4K$860,3081.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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