OBERNDORF WILLIAM E
CIK 0001218663 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
UNH
UnitedHealth Group Inc
26.9%
GWRE
Guidewire Software Inc
16.1%
AMZN
Amazon com Inc.
15.6%
VEEV
Veeva Sys Inc
14.6%
PHYS
Sprott Physical Gold Tr
12.3%
GOOG
Alphabet Inc.
8.2%
MNDY
Monday com Ltd
4.8%
ADSK
Autodesk Inc
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.