OBERNDORF WILLIAM E
Confidential treatment requested — holdings omitted from public disclosure
13F Reported Value
ⓘ$55.0M
Holdings
8
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
OBERNDORF WILLIAM E disclosed 8 positions worth $55.0M in its Form 13F-HR for Q2 2026, led by $UNH (UNITEDHEALTH GROUP INC) at 26.9% of the equity portfolio, followed by $GWRE and $AMZN. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $GOOGL and a full exit from $TEAM. The portfolio is most concentrated in Technology (45.2% 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
13fpro.ai/research/fund/oberndorf-william-e-1218663
AUM History
13fpro.ai/research/fund/oberndorf-william-e-1218663
Top Equity Holdings by Value
13fpro.ai/research/fund/oberndorf-william-e-1218663
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 62.5#682
Quality
$14.8M35,553 sh - 68.0#324
Quality
$8.9M71,997 sh - 68.4#301
Quality
$8.6M36,031 sh - 77.5
Quality
$8.0M45,153 sh - —
Quality
$6.8M224,439 sh - 78.1
Quality
$4.5M12,719 sh - —
Quality
$2.7M36,749 sh - 78.5
Quality
$860.3K4,425 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 62.5#682 | $14.8M | 35,553 | |
| 68.0#324 | $8.9M | 71,997 | |
| 68.4#301 | $8.6M | 36,031 | |
| 77.5 | $8.0M | 45,153 | |
| — | $6.8M | 224,439 | |
| 78.1 | $4.5M | 12,719 | |
| — | $2.7M | 36,749 | |
| 78.5 | $860.3K | 4,425 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OBERNDORF WILLIAM E's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Technology
$24.9M
Healthcare
$14.8M
Consumer Discretionary
$8.6M
Financials
$6.8M
Full Holdings — OBERNDORF WILLIAM E (Q2 2026)
All 8 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 | UNITEDHEALTH GROUP INC | $14.8M | 26.9% | +0% | 62.5 | |
| 2 | Guidewire Software, Inc. | $8.9M | 16.1% | +17% | 68 | |
| 3 | AMAZON COM INC | $8.6M | 15.6% | +0% | 68.4 | |
| 4 | VEEVA SYSTEMS INC | $8.0M | 14.6% | +0% | 77.5 | |
| 5 | Sprott Physical Gold Trust | $6.8M | 12.3% | +0% | — | |
| 6 | Alphabet Inc. | $4.5M | 8.2% | NEW | 78.1 | |
| 7 | monday.com Ltd. | $2.7M | 4.8% | NEW | — | |
| 8 | Autodesk, Inc. | $860,308 | 1.6% | -83% | 78.5 |
Exited Positions (1)
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