Oberndorf William E Portfolio Holdings

Oberndorf William E

  • $44.9 Million
  • Q4 2024

Oberndorf William E has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $44.9 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $15.7M, Veeva Systems Inc with a value of $14.1M, Monday.Com Ltd. with a value of $7.34M, Autodesk, Inc. with a value of $6.76M, and Appfolio Inc with a value of $971K.

Examining the 13F form we can see an decrease of $14.8M in the current position value, from $59.7M to 44.9M.

Oberndorf William E is based out at San Francisco, CA

Below you can find more details about Oberndorf William E portfolio as well as his latest detailed transactions.

Portfolio value $44.9 Million
Consumer Cyclical: $15.7 Million
Technology: $15.1 Million
Healthcare: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.13T
$15.7 Million 35.03% of portfolio
71,749
Q3 2024 Added 48.67%
$31.1B
$14.1 Million 31.42% of portfolio
67,154
Q3 2024 Added 32.24%
$13B
$7.34 Million 16.34% of portfolio
31,179
Q4 2023 Reduced 22.12%
$53.1B
$6.76 Million 15.05% of portfolio
27,503
Q3 2024 New
$4.27B
$971,000 2.16% of portfolio
3,939
Q2 2024 Reduced 77.4%
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 40.47%
Confidential
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $44.9 Million
  • Prior Value $59.7 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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