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Latest OBERNDORF WILLIAM E Stock Portfolio

$55.02Million | No. of Holdings #8

OBERNDORF WILLIAM E Performance

2026 Q2+4.69%
YTD-11.84%
2025-7.43%

About OBERNDORF WILLIAM E and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, OBERNDORF WILLIAM E reported an equity portfolio of $55 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of OBERNDORF WILLIAM E are UNH, GWRE, AMZN. The fund has invested 26.9% of it's portfolio in UNITEDHEALTH GROUP INC and 16.1% of portfolio in GUIDEWIRE SOFTWARE INC. <br><br> The fund managers got completely rid off ATLASSIAN CORPORATION (TEAM) stocks. They significantly reduced their stock positions in AUTODESK INC (ADSK). OBERNDORF WILLIAM E opened new stock positions in ALPHABET INC. (GOOG) and MONDAY COM LTD (MNDY). The fund showed a lot of confidence in some stocks as they added substantially to GUIDEWIRE SOFTWARE INC (GWRE).
OBERNDORF WILLIAM E Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$55.02Million
  as of Aug 13, 2026

OBERNDORF WILLIAM E Annual Return Estimates Vs S&P 500

Our best estimate is that OBERNDORF WILLIAM E made a return of 4.69% in the last quarter. In trailing 12 months, it's portfolio return was -25.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc.4,494,000
monday com ltd2,660,260
New stocks bought by OBERNDORF WILLIAM E

Additions

Ticker% Inc.
guidewire software inc16.59
Additions to existing portfolio by OBERNDORF WILLIAM E

Reductions

Ticker% Reduced
autodesk inc-83.12
OBERNDORF WILLIAM E reduced stake in above stock

Sold off

Ticker$ Sold
atlassian corporation-4,821,520
OBERNDORF WILLIAM E got rid off the above stocks

Sector Distribution

OBERNDORF WILLIAM E has about 41.4% of it's holdings in Healthcare sector.

  • Healthcare
  • Technology
  • Others
  • Consumer Cyclical
  • Communication Services
Sector%
Healthcare41.4
Technology17.7
Others17.1
Consumer Cyclical15.6
Communication Services8.2

Market Cap. Distribution

OBERNDORF WILLIAM E has about 82.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP50.6
LARGE-CAP32.2
UNALLOCATED17.1

Stocks belong to which Index?

About 52.2% of the stocks held by OBERNDORF WILLIAM E either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50052.2
Others47.8
Top 5 Winners (%)%
UNH
unitedhealth group inc
53.6 %
AMZN
amazon com inc.
14.4 %
VEEV
veeva sys inc
1.0 %
Top 5 Winners ($)$
UNH
unitedhealth group inc
5.2 M
AMZN
amazon com inc.
1.1 M
VEEV
veeva sys inc
0.1 M
Top 5 Losers (%)%
GWRE
guidewire software inc
-16.7 %
PHYS
sprott physical gold tr
-14.9 %
ADSK
autodesk inc
-11.0 %
Top 5 Losers ($)$
GWRE
guidewire software inc
-1.8 M
PHYS
sprott physical gold tr
-1.2 M
ADSK
autodesk inc
-0.7 M

OBERNDORF WILLIAM E Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OBERNDORF WILLIAM E

OBERNDORF WILLIAM E has 8 stocks in it's portfolio. GWRE proved to be the most loss making stock for the portfolio. UNH was the most profitable stock for OBERNDORF WILLIAM E last quarter.

$55.02MTotal Value
9.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of OBERNDORF WILLIAM E, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
MNDY
Monday Com Ltd

Monday Com Ltd

MNDY
OBERNDORF WILLIAM E's holding in Monday Com Ltd over time
4.84%36,749
$2.66M
4.84%
new position
PHYS
Sprott Physical Gold Tr

Sprott Physical Gold Tr

PHYS
OBERNDORF WILLIAM E's holding in Sprott Physical Gold Tr over time
12.31%224,439
$6.77M
12.31%
unchanged 0 percentunchanged
TEAM
Atlassian Corporation

Atlassian Corporation

TEAM
OBERNDORF WILLIAM E's holding in Atlassian Corporation over time
0%0.00
$0.00
0%
decreased 100 percentsold off