Latest OBERNDORF WILLIAM E Stock Portfolio
$53.34Million– No. of Holdings #7
OBERNDORF WILLIAM E Performance:
2026 Q1: -15.79%YTD: -15.79%2025: -7.43%
Performance for 2026 Q1 is -15.79%, and YTD is -15.79%, and 2025 is -7.43%.
About OBERNDORF WILLIAM E and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, OBERNDORF WILLIAM E reported an equity portfolio of $53.3 Millions as of 31 Mar, 2026.
The top stock holdings of OBERNDORF WILLIAM E are UNH, GWRE, PHYS. The fund has invested 18% of it's portfolio in UNITEDHEALTH GROUP INC and 17.3% of portfolio in GUIDEWIRE SOFTWARE INC.
The fund managers got completely rid off MONDAY COM LTD (MNDY) and CONFIDENTIAL stocks. They significantly reduced their stock positions in SPROTT PHYSICAL GOLD TR (PHYS), AUTODESK INC (ADSK) and AMAZON COM INC. (AMZN). OBERNDORF WILLIAM E opened new stock positions in GUIDEWIRE SOFTWARE INC (GWRE). The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYS INC (VEEV).
The top stock holdings of OBERNDORF WILLIAM E are UNH, GWRE, PHYS. The fund has invested 18% of it's portfolio in UNITEDHEALTH GROUP INC and 17.3% of portfolio in GUIDEWIRE SOFTWARE INC.
The fund managers got completely rid off MONDAY COM LTD (MNDY) and CONFIDENTIAL stocks. They significantly reduced their stock positions in SPROTT PHYSICAL GOLD TR (PHYS), AUTODESK INC (ADSK) and AMAZON COM INC. (AMZN). OBERNDORF WILLIAM E opened new stock positions in GUIDEWIRE SOFTWARE INC (GWRE). The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYS INC (VEEV).
OBERNDORF WILLIAM E Equity Portfolio Value
Last Reported on: 14 May, 2026
OBERNDORF WILLIAM E Annual Return Estimates Vs S&P 500
Our best estimate is that OBERNDORF WILLIAM E made a return of -15.79% in the last quarter. In trailing 12 months, it's portfolio return was -18.68%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| guidewire software inc | 9,235,480 |
New stocks bought by OBERNDORF WILLIAM E
Additions
| Ticker | % Inc. |
|---|---|
| veeva sys inc | 51.72 |
Additions to existing portfolio by OBERNDORF WILLIAM E
Reductions
| Ticker | % Reduced |
|---|---|
| sprott physical gold tr | -45.44 |
| autodesk inc | -37.76 |
| amazon com inc. | -31.92 |
OBERNDORF WILLIAM E reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| monday com ltd | -10,875,900 |
| confidential | 0.00 |
OBERNDORF WILLIAM E got rid off the above stocks
Sector Distribution
OBERNDORF WILLIAM E has about 38.1% of it's holdings in Technology sector.
- Technology
- Healthcare
- Others
- Consumer Cyclical
| Sector | % |
|---|---|
| Technology | 38.1 |
| Healthcare | 32.9 |
| Others | 14.9 |
| Consumer Cyclical | 14.1 |
Market Cap. Distribution
OBERNDORF WILLIAM E has about 85.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 53 |
| MEGA-CAP | 32.1 |
| UNALLOCATED | 14.9 |
Stocks belong to which Index?
About 43.9% of the stocks held by OBERNDORF WILLIAM E either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 56.1 |
| S&P 500 | 43.9 |
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 7 stocks in it's portfolio. TEAM proved to be the most loss making stock for the portfolio. PHYS was the most profitable stock for OBERNDORF WILLIAM E last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ADSK | autodesk inc | 11.77 | 26,220 | 6,277,070 | reduced | -37.76 | ||
| AMZN | amazon com inc. | 14.07 | 36,031 | 7,504,180 | reduced | -31.92 | ||
| GWRE | guidewire software inc | 17.31 | 61,751 | 9,235,480 | new | |||
| MNDY | monday com ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PHYS | sprott physical gold tr | 14.91 | 224,439 | 7,954,120 | reduced | -45.44 | ||
| TEAM | atlassian corporation | 9.04 | 70,645 | 4,821,520 | unchanged | 0.00 | ||
| UNH | unitedhealth group inc | 18.03 | 35,553 | 9,620,290 | unchanged | 0.00 | ||
| VEEV | veeva sys inc | 14.87 | 45,153 | 7,931,580 | added | 51.72 | ||
| confidential | 0.00 | 0.00 | 0.00 | sold off | ||||