13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000950123-24-005732
Total Value
$61.3M
Positions
9
Other Managers
0
Confidential Omitted
Yes
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Datadog Inc | DDOG | 88,422 | $10.9M | 17.83% |
| 2 | Atlassian Corp PLC | TEAM | 50,902 | $9.9M | 16.20% |
| 3 | Veeva Systems Inc. | VEEV | 41,609 | $9.6M | 15.72% |
| 4 | Amazon.com Inc. | AMZN | 48,260 | $8.7M | 14.20% |
| 5 | Monday com Ltd | MNDY | 31,179 | $7.0M | 11.49% |
| 6 | Transdigm Group Inc | TDG | 3,973 | $4.9M | 7.98% |
| 7 | AppFolio Inc. | APPF | 17,433 | $4.3M | 7.02% |
| 8 | Smartsheet Inc | 83200N103 | 93,955 | $3.6M | 5.90% |
| 9 | ZoomInfo Technologies Inc | GTM | 140,485 | $2.3M | 3.67% |
| 10 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |