Latest OBERNDORF WILLIAM E Stock Portfolio
$61.31Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About OBERNDORF WILLIAM E and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, OBERNDORF WILLIAM E reported an equity portfolio of $61.3 Millions as of 31 Mar, 2024.
The top stock holdings of OBERNDORF WILLIAM E are DDOG, TEAM, VEEV. The fund has invested 17.8% of it's portfolio in DATADOG INC and 16.2% of portfolio in ATLASSIAN CORP PLC.
The fund managers got completely rid off SNOWFLAKE INC (SNOW) and CONFIDENTIAL stocks. They significantly reduced their stock positions in TRANSDIGM GROUP INC (TDG) and DATADOG INC (DDOG). The fund showed a lot of confidence in some stocks as they added substantially to ATLASSIAN CORP PLC (TEAM) and AMAZON.COM INC. (AMZN).
The top stock holdings of OBERNDORF WILLIAM E are DDOG, TEAM, VEEV. The fund has invested 17.8% of it's portfolio in DATADOG INC and 16.2% of portfolio in ATLASSIAN CORP PLC.
The fund managers got completely rid off SNOWFLAKE INC (SNOW) and CONFIDENTIAL stocks. They significantly reduced their stock positions in TRANSDIGM GROUP INC (TDG) and DATADOG INC (DDOG). The fund showed a lot of confidence in some stocks as they added substantially to ATLASSIAN CORP PLC (TEAM) and AMAZON.COM INC. (AMZN).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ATLASSIAN CORP PLC | 118 |
| AMAZON.COM INC. | 18.53 |
Additions to existing portfolio by OBERNDORF WILLIAM E
Reductions
| Ticker | % Reduced |
|---|---|
| TRANSDIGM GROUP INC | -38.22 |
| DATADOG INC | -19.05 |
OBERNDORF WILLIAM E reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SNOWFLAKE INC | -5,890,400 |
| CONFIDENTIAL | 0.00 |
OBERNDORF WILLIAM E got rid off the above stocks
Current Stock Holdings of OBERNDORF WILLIAM E
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC. | 14.20 | 48,260 | 8,705,140 | ADDED | 18.53 | |
| APPF | APPFOLIO INC. | 7.02 | 17,433 | 4,301,420 | UNCHANGED | 0.00 | |
| DDOG | DATADOG INC | 17.82 | 88,422 | 10,929,000 | REDUCED | -19.05 | |
| MNDY | MONDAY COM LTD | 11.49 | 31,179 | 7,042,400 | UNCHANGED | 0.00 | |
| SMAR | SMARTSHEET INC | 5.90 | 93,955 | 3,617,270 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TDG | TRANSDIGM GROUP INC | 7.98 | 3,973 | 4,893,150 | REDUCED | -38.22 | |
| TEAM | ATLASSIAN CORP PLC | 16.20 | 50,902 | 9,931,490 | ADDED | 118 | |
| VEEV | VEEVA SYSTEMS INC. | 15.72 | 41,609 | 9,640,390 | UNCHANGED | 0.00 | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 3.67 | 140,485 | 2,251,980 | UNCHANGED | 0.00 | |
| CONFIDENTIAL | 0.00 | 0.00 | 0.00 | SOLD OFF |