13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005008
Total Value
$77.9M
Positions
8
Other Managers
0
Confidential Omitted
Yes
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Veeva Sys Inc | VEEV | 66,343 | $15.4M | 19.72% |
| 2 | Amazon.com Inc. | AMZN | 71,749 | $13.7M | 17.52% |
| 3 | Monday com Ltd | MNDY | 50,282 | $12.2M | 15.69% |
| 4 | Atlassian Corporation | TEAM | 52,392 | $11.1M | 14.27% |
| 5 | Autodesk Inc | ADSK | 31,229 | $8.2M | 10.49% |
| 6 | Datadog Inc | DDOG | 72,474 | $7.2M | 9.23% |
| 7 | AppFolio Inc | APPF | 24,184 | $5.3M | 6.82% |
| 8 | MongoDB Inc | MDB | 27,797 | $4.9M | 6.26% |
| 9 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |