13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000950123-23-004751
Total Value
$49.5M
Positions
10
Other Managers
0
Confidential Omitted
Yes
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Snowflake Inc. | SNOW | 56,583 | $8.7M | 17.65% |
| 2 | Monday.com Ltd. | MNDY | 60,313 | $8.6M | 17.40% |
| 3 | Datadog Inc. | DDOG | 101,680 | $7.4M | 14.94% |
| 4 | Atlassian Corp PLC | TEAM | 40,226 | $6.9M | 13.92% |
| 5 | Transdigm Group Inc. | TDG | 8,598 | $6.3M | 12.81% |
| 6 | Amazon.com Inc. | AMZN | 36,190 | $3.7M | 7.56% |
| 7 | ZoomInfo Technologies Inc. | GTM | 119,367 | $2.9M | 5.96% |
| 8 | Dlocal Ltd. | DLO | 179,792 | $2.9M | 5.90% |
| 9 | Smartsheet Inc. | 83200N103 | 39,561 | $1.9M | 3.82% |
| 10 | Bill.com Hldgs Inc | BILL | 273 | $22,151 | 0.04% |
| 11 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |