13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000950123-23-007494
Total Value
$63.1M
Positions
10
Other Managers
0
Confidential Omitted
Yes
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Datadog Inc. | DDOG | 113,580 | $11.2M | 17.71% |
| 2 | Monday.com Ltd. | MNDY | 65,033 | $11.1M | 17.65% |
| 3 | Snowflake Inc. | SNOW | 62,039 | $10.9M | 17.31% |
| 4 | Transdigm Group Inc. | TDG | 9,509 | $8.5M | 13.48% |
| 5 | Atlassian Corp PLC | TEAM | 45,384 | $7.6M | 12.07% |
| 6 | Amazon.com Inc. | AMZN | 43,490 | $5.7M | 8.99% |
| 7 | ZoomInfo Technologies Inc. | GTM | 145,267 | $3.7M | 5.85% |
| 8 | Dlocal Ltd. | DLO | 208,092 | $2.5M | 4.03% |
| 9 | Smartsheet Inc. | 83200N103 | 47,237 | $1.8M | 2.86% |
| 10 | Bill.com Hldgs Inc | BILL | 273 | $31,900 | 0.05% |
| 11 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |