Oberndorf William E Portfolio Holdings by Sector
Oberndorf William E
- $65.5 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
MNDY ADSK 2 stocks |
$23,936
36.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$12,276
18.74% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,621
17.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$11,089
16.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS 1 stocks |
$6,580
10.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|