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%

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. <br><br> 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. <br><br> 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

$53.34Million

as of May 14, 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

Top 5 Winners (%)		%
PHYS	sprott physical gold tr	5.7 %

Top 5 Winners ($)		$
PHYS	sprott physical gold tr	0.8 M

Top 5 Losers (%)		%
TEAM	atlassian corporation	-57.9 %
VEEV	veeva sys inc	-18.3 %
UNH	unitedhealth group inc	-18.0 %
ADSK	autodesk inc	-15.5 %
AMZN	amazon com inc.	-8.2 %

Top 5 Losers ($)		$
TEAM	atlassian corporation	-6.6 M
UNH	unitedhealth group inc	-2.1 M
ADSK	autodesk inc	-1.9 M
VEEV	veeva sys inc	-1.8 M
AMZN	amazon com inc.	-1.0 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 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.

$53.34MTotal Value

9.00Positions

14 May, 2026Last Reported

Current holdings of Current Stock Holdings of OBERNDORF WILLIAM E, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ADSK Autodesk Inc Autodesk IncADSK OBERNDORF WILLIAM E's holding in Autodesk Inc over time	11.77%	26,220	$6.28M 11.77%	decreased 37.76 percentreduced

AMZN Amazon Com Inc. Amazon Com Inc.AMZN OBERNDORF WILLIAM E's holding in Amazon Com Inc. over time	14.07%	36,031	$7.50M 14.07%	decreased 31.92 percentreduced

GWRE Guidewire Software Inc Guidewire Software IncGWRE OBERNDORF WILLIAM E's holding in Guidewire Software Inc over time	17.31%	61,751	$9.24M 17.31%	new position

MNDY Monday Com Ltd Monday Com Ltd MNDY OBERNDORF WILLIAM E's holding in Monday Com Ltd over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

PHYS Sprott Physical Gold Tr Sprott Physical Gold Tr PHYS OBERNDORF WILLIAM E's holding in Sprott Physical Gold Tr over time	14.91%	224,439	$7.95M 14.91%	decreased 45.44 percentreduced

TEAM Atlassian Corporation Atlassian Corporation TEAM OBERNDORF WILLIAM E's holding in Atlassian Corporation over time	9.04%	70,645	$4.82M 9.04%	unchanged 0 percentunchanged

UNH Unitedhealth Group Inc Unitedhealth Group IncUNH OBERNDORF WILLIAM E's holding in Unitedhealth Group Inc over time	18.03%	35,553	$9.62M 18.03%	unchanged 0 percentunchanged

VEEV Veeva Sys Inc Veeva Sys IncVEEV OBERNDORF WILLIAM E's holding in Veeva Sys Inc over time	14.87%	45,153	$7.93M 14.87%	increased 51.72 percentadded

Confidential Confidential Confidential OBERNDORF WILLIAM E's holding in Confidential over time	0%	0.00	$0.00 0%	no change datasold off