13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0000950123-24-007911
Total Value
$57.0M
Positions
9
Other Managers
0
Confidential Omitted
Yes
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Datadog Inc | DDOG | 88,422 | $11.5M | 20.11% |
| 2 | Atlassian Corp PLC | TEAM | 56,134 | $9.9M | 17.41% |
| 3 | Amazon.com Inc. | AMZN | 48,260 | $9.3M | 16.35% |
| 4 | Veeva Systems Inc. | VEEV | 50,780 | $9.3M | 16.30% |
| 5 | Monday com Ltd | MNDY | 31,179 | $7.5M | 13.16% |
| 6 | Smartsheet Inc | 83200N103 | 93,955 | $4.1M | 7.26% |
| 7 | Transdigm Group Inc | TDG | 2,040 | $2.6M | 4.57% |
| 8 | ZoomInfo Technologies Inc | GTM | 140,485 | $1.8M | 3.15% |
| 9 | AppFolio Inc. | APPF | 3,939 | $963,361 | 1.69% |
| 10 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |