OBERNDORF WILLIAM E
CIK: 0001218663SEC EDGAR →
Portfolio Value
$79.0M
Holdings
8
As of
Q4 2025
New Positions
1
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Sprott Physical Gold Tr | 411,371 | $13.6M | 17.20% |
| 2 | Autodesk Inc | 42,124 | $12.5M | 15.79% |
| 3 | Amazon com Inc. | 52,928 | $12.2M | 15.47% |
| 4 | UnitedHealth Group Inc | 35,553 | $11.7M | 14.86% |
| 5 | Atlassian Corporation | 70,645 | $11.5M | 14.50% |
| 6 | Monday com Ltd | 73,705 | $10.9M | 13.77% |
| 7 | Veeva Sys Inc | 29,761 | $6.6M | 8.41% |
| 8 | CONFIDENTIAL | 0 | $0 | 0.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $34.8M | 44.1% |
| Healthcare | 3 | $18.4M | 23.3% |
| Unknown | 1 | $13.6M | 17.2% |
| Consumer Cyclical | 1 | $12.2M | 15.5% |