13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0000950123-25-007482
Total Value
$90.5M
Positions
8
Other Managers
0
Confidential Omitted
Yes
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Monday com Ltd | MNDY | 64,036 | $20.1M | 22.25% |
| 2 | Autodesk Inc | ADSK | 42,124 | $13.0M | 14.41% |
| 3 | Amazon com Inc. | AMZN | 52,928 | $11.6M | 12.83% |
| 4 | Datadog Inc | DDOG | 83,094 | $11.2M | 12.33% |
| 5 | Veeva Sys Inc | VEEV | 37,224 | $10.7M | 11.85% |
| 6 | Atlassian Corporation | TEAM | 52,392 | $10.6M | 11.76% |
| 7 | Alphabet Inc. | GOOG | 51,273 | $9.1M | 10.05% |
| 8 | Sprott Physical Gold Tr | SII | 161,074 | $4.1M | 4.51% |
| 9 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |