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OBERNDORF WILLIAM E

CIK 0001218663 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

OBERNDORF WILLIAM E reported 8 positions worth $55.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: UNH (26.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$55.0M
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
PositionsChangesMixHistoryBacktestPRO
8 positions shown
#SymbolCompanyTypeValue ↓% Port.Shares1YYTD
▸ 1UNHUnitedHealth Group IncSH$14.8M26.86%35,553——
▸ 2GWREGuidewire Software IncSH$8.9M16.10%71,997——
▸ 3AMZNAmazon com Inc. SH$8.6M15.61%36,031——
▸ 4VEEVVeeva Sys IncSH$8.0M14.56%45,153——
▸ 5PHYSSprott Physical Gold TrSH$6.8M12.31%224,439——
▸ 6GOOGAlphabet Inc.SH$4.5M8.17%12,719——
▸ 7MNDYMonday com LtdSH$2.7M4.83%36,749——
▸ 8ADSKAutodesk IncSH$860.3K1.56%4,425——

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does OBERNDORF WILLIAM E hold as of Q2 2026?

OBERNDORF WILLIAM E reported 8 positions worth $55.0M in its Q2 2026 13F filing. Largest positions: UNH (26.9%), GWRE (16.1%), AMZN (15.6%), VEEV (14.6%) and PHYS (12.3%).

What did OBERNDORF WILLIAM E buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did OBERNDORF WILLIAM E sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.