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§ 13F · FUND PROFILE

OBERNDORF WILLIAM E.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $74M (13F)Positions · 8Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1UNHUnitedHealth Group Inc36K$10M18.0%±0%
2GWREGuidewire Software Inc62K$9M17.3%NEW
3PHYSSprott Physical Gold Tr224K$8M14.9%−45%
4VEEVVeeva Sys Inc45K$8M14.9%+52%
5AMZNAmazon com Inc.36K$8M14.1%−32%
6ADSKAutodesk Inc26K$6M11.8%−38%
7TEAMAtlassian Corporation71K$5M9.0%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE OBERNDORF SIGNAL

AC read

OBERNDORF WILLIAM E is a Other fund managing $74 million in assets. The fund runs a focused portfolio of just 8 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed