13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000950123-23-001979
Total Value
$42.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Monday.com Ltd. | MNDY | 77,000 | $9.4M | 22.11% |
| 2 | Snowflake Inc. | SNOW | 55,083 | $7.9M | 18.61% |
| 3 | Datadog Inc. | DDOG | 94,991 | $7.0M | 16.44% |
| 4 | Transdigm Group Inc. | TDG | 8,598 | $5.4M | 12.74% |
| 5 | Atlassian Corp PLC | TEAM | 40,226 | $5.2M | 12.19% |
| 6 | ZoomInfo Technologies Inc. | GTM | 107,300 | $3.2M | 7.61% |
| 7 | Amazon.com Inc. | AMZN | 33,200 | $2.8M | 6.57% |
| 8 | Smartsheet Inc. | 83200N103 | 39,561 | $1.6M | 3.67% |
| 9 | Bill.com Hldgs Inc | BILL | 273 | $29,746 | 0.07% |
| 10 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |