13F HOLDINGS REPORT
OBERNDORF WILLIAM E
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001193125-25-279251
Total Value
$74.2M
Positions
7
Other Managers
0
Confidential Omitted
Yes
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Monday com Ltd | MNDY | 70,120 | $13.6M | 18.31% |
| 2 | Autodesk Inc | ADSK | 42,124 | $13.4M | 18.04% |
| 3 | UnitedHealth Group Inc | UNH | 35,553 | $12.3M | 16.55% |
| 4 | Amazon com Inc. | AMZN | 52,928 | $11.6M | 15.67% |
| 5 | Veeva Sys Inc | VEEV | 37,224 | $11.1M | 14.95% |
| 6 | Sprott Physical Gold Tr | SII | 222,164 | $6.6M | 8.87% |
| 7 | Atlassian Corporation | TEAM | 35,394 | $5.7M | 7.62% |
| 8 | CONFIDENTIAL | 000000000 | 0 | $0 | 0.00% |