OBERNDORF WILLIAM E

Q2 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    9

  • Value ($000)

    $90,491

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0001218663
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Monday com Ltd

SHS
M7S64H106
$20.14M
22 %

64,036

ADSK
ADSK

Autodesk Inc

COM
052769106
$13.04M
14 %

42,124

AMZN
AMZN

Amazon com Inc.

COM
023135106
$11.61M
13 %

52,928

DDOG
DDOG

Datadog Inc

CL A COM
23804L103
$11.16M
12 %

83,094

VEEV
VEEV

Veeva Sys Inc

CL A COM
922475108
$10.72M
12 %

37,224

TEAM1EUR
TEAM1EUR

Atlassian Corporation

CL A
049468101
$10.64M
12 %

52,392

GOOG
GOOG

Alphabet Inc.

CAP STK CL C
02079K107
$9.10M
10 %

51,273

PHYS/U
PHYS/U

Sprott Physical Gold Tr

UNIT
85207H104
$4.08M
5 %

161,074

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CONFIDENTIAL

CONFIDENTIAL
000000000
$0
0 %

0

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