Oberndorf William E

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 9Value: $77.9MLatest: 2025Q1

OBERNDORF WILLIAM E is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "TEAM",
  null,
  "MDB",
  "ADSK",
  "AMZN",
  "VEEV",
  "MNDY",
  "DDOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 9
Total Value: 77922224
Accession Number: 0000950123-25-005008
Form Type: 13F-HR
CIK: oberndorf-william-e
Manager Name: Oberndorf-William-E

Data Enrichment

89% identified

8 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $77.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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VEEVA SYSTEMS INC

VEEV|922475108

Shares:66.3K

Value:$15.4M

% of Portfolio:19.7% ($15.4M/$77.9M)

AMAZON COM INC

AMZN|023135106

Shares:71.7K

Value:$13.7M

% of Portfolio:17.5% ($13.7M/$77.9M)

monday.com Ltd.

MNDY|M7S64H106

Shares:50.3K

Value:$12.2M

% of Portfolio:15.7% ($12.2M/$77.9M)

Atlassian Corp

TEAM|049468101

Shares:52.4K

Value:$11.1M

% of Portfolio:14.3% ($11.1M/$77.9M)

Autodesk, Inc.

ADSK|052769106

Shares:31.2K

Value:$8.2M

% of Portfolio:10.5% ($8.2M/$77.9M)

Datadog, Inc.

DDOG|23804L103

Shares:72.5K

Value:$7.2M

% of Portfolio:9.2% ($7.2M/$77.9M)

APPFOLIO INC

APPF|03783C100

Shares:24.2K

Value:$5.3M

% of Portfolio:6.8% ($5.3M/$77.9M)

MongoDB, Inc.

MDB|60937P106

Shares:27.8K

Value:$4.9M

% of Portfolio:6.3% ($4.9M/$77.9M)

000000000

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$77.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VEEVA SYSTEMS INC(VEEVcusip922475108)	66.3K	QoQ -1.20% (-811) YoY +59.44% (+24.7K)	All Managers (Combined)	$15.4M	19.7% ($15.4M/$77.9M)	QoQ +8.83% (-$1.2M) YoY +59.40% (+$5.7M)
AMAZON COM INC(AMZNcusip023135106)	71.7K	QoQ 0.00% (-0) YoY +48.67% (+23.5K)	All Managers (Combined)	$13.7M	17.5% ($13.7M/$77.9M)	QoQ -13.27% (-$2.1M) YoY +56.81% (+$4.9M)
monday.com Ltd.(MNDYcusipM7S64H106)	50.3K	QoQ +61.26% (+19.1K) YoY +61.26% (+19.1K)	All Managers (Combined)	$12.2M	15.7% ($12.2M/$77.9M)	QoQ +66.55% (+$4.9M) YoY +73.61% (+$5.2M)
Atlassian Corp(TEAMcusip049468101)	52.4K	QoQ -6.26% (-3.5K) YoY +2.92% (+1.5K)	All Managers (Combined)	$11.1M	14.3% ($11.1M/$77.9M)	QoQ -18.26% (-$2.5M) YoY +11.94% (+$1.2M)
Autodesk, Inc.(ADSKcusip052769106)	31.2K	QoQ +13.54% (+3.7K) YoY NEW(+31.2K)	All Managers (Combined)	$8.2M	10.5% ($8.2M/$77.9M)	QoQ +0.57% (+$46.7K) YoY NEW(+$8.2M)
Datadog, Inc.(DDOGcusip23804L103)	72.5K	QoQ NEW(+72.5K) YoY -18.03% (-15.9K)	All Managers (Combined)	$7.2M	9.2% ($7.2M/$77.9M)	QoQ NEW(+$7.2M) YoY -34.21% (-$3.7M)
APPFOLIO INC(APPFcusip03783C100)	24.2K	QoQ +513.96% (+20.2K) YoY +38.72% (+6.8K)	All Managers (Combined)	$5.3M	6.8% ($5.3M/$77.9M)	QoQ +447.22% (+$4.3M) YoY +23.63% (+$1.0M)
MongoDB, Inc.(MDBcusip60937P106)	27.8K	QoQ NEW(+27.8K) YoY NEW(+27.8K)	All Managers (Combined)	$4.9M	6.3% ($4.9M/$77.9M)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
(cusip000000000)✕	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$77.9M)	QoQ -(+$0) YoY -(+$0)