§ 13F · FUND PROFILE
OBERNDORF WILLIAM E.
AUM · $55M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | UNH | UnitedHealth Group Inc | 36K | $15M | 26.9% | ±0% |
| 2 | GWRE | Guidewire Software Inc | 72K | $9M | 16.1% | +17% |
| 3 | AMZN | Amazon com Inc. | 36K | $9M | 15.6% | ±0% |
| 4 | VEEV | Veeva Sys Inc | 45K | $8M | 14.6% | ±0% |
| 5 | PHYS | Sprott Physical Gold Tr | 224K | $7M | 12.3% | ±0% |
| 6 | GOOG | Alphabet Inc. | 13K | $4M | 8.2% | NEW |
| 7 | MNDY | Monday com Ltd | 37K | $3M | 4.8% | NEW |
| 8 | ADSK | Autodesk Inc | 4K | $860K | 1.6% | −83% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBERNDORF SIGNAL
AC read
OBERNDORF WILLIAM E is a Other fund managing $55 million in assets. The fund runs a focused portfolio of just 8 positions.
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