OBERNDORF WILLIAM E
13F Reported Value
ⓘ$53.3M
Holdings
7
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
OBERNDORF WILLIAM E disclosed 7 positions worth $53.3M in its Form 13F-HR for Q1 2026, led by $UNH (UNITEDHEALTH GROUP INC) at 18.0% of the equity portfolio, followed by $GWRE and $PHYS. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $GWRE and a full exit from $MNDY. The portfolio is most concentrated in Technology (53.0% of disclosed assets). All figures are sourced directly from OBERNDORF WILLIAM E’s Form 13F-HR filing with the SEC under CIK 1218663.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 66.8#497
Quality
$9.6M35,553 sh - 66.2#532
Quality
$9.2M61,751 sh - —
Quality
$8.0M224,439 sh - 77.8
Quality
$7.9M45,153 sh - 74.6
Quality
$7.5M36,031 sh - 76.4
Quality
$6.3M26,220 sh - 56.8
Quality
$4.8M70,645 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 UNITEDHEALTH GROUP INC$UNH | 66.8#497 | $9.6M | 35,553 |
 Guidewire Software, Inc.$GWRE | 66.2#532 | $9.2M | 61,751 |
 Sprott Physical Gold Trust$PHYS | — | $8.0M | 224,439 |
 VEEVA SYSTEMS INC$VEEV | 77.8 | $7.9M | 45,153 |
 AMAZON COM INC$AMZN | 74.6 | $7.5M | 36,031 |
 Autodesk, Inc.$ADSK | 76.4 | $6.3M | 26,220 |
 Atlassian Corp$TEAM | 56.8 | $4.8M | 70,645 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OBERNDORF WILLIAM E's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Technology
$28.3M
Healthcare
$9.6M
Financials
$8.0M
Consumer Discretionary
$7.5M
Full Holdings — OBERNDORF WILLIAM E (Q1 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UNH | UNITEDHEALTH GROUP INC | $9.6M | 18.0% | +0% | 66.8 |
| 2 | $GWRE | Guidewire Software, Inc. | $9.2M | 17.3% | NEW | 66.2 |
| 3 | $PHYS | Sprott Physical Gold Trust | $8.0M | 14.9% | -45% | — |
| 4 | $VEEV | VEEVA SYSTEMS INC | $7.9M | 14.9% | +52% | 77.8 |
| 5 | $AMZN | AMAZON COM INC | $7.5M | 14.1% | -32% | 74.6 |
| 6 | $ADSK | Autodesk, Inc. | $6.3M | 11.8% | -38% | 76.4 |
| 7 | $TEAM | Atlassian Corp | $4.8M | 9.0% | +0% | 56.8 |
New Positions (1)
$GWRE Guidewire Software, Inc.$9.2M
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for OBERNDORF WILLIAM E including:
Track OBERNDORF WILLIAM E's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for OBERNDORF WILLIAM E and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: OBERNDORF WILLIAM E
13F Pro is an AI hedge fund tracker and stock research platform. For OBERNDORF WILLIAM E (SEC CIK: 1218663), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in OBERNDORF WILLIAM E's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.