Institutional Fund
Oberndorf William E
San Francisco, CACIK 12186635 filings on record
Portfolio Value
$53.34M
Q1 2026
Holdings
7
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-32.5%
from $78.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Unitedhealth Group Inc18.0%
- Guidewire Software Inc17.3%
- Sprott Physical Gold Etv14.9%
- Veeva Sys Inc14.9%
- Amazon Com Inc14.1%
- Autodesk Inc11.8%
- Other9.0%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unitedhealth Group Inc | 35.6K | $9.62M | 18.0% | 0 | Held |
| 2 | Guidewire Software Inc | 61.8K | $9.24M | 17.3% | +61.8K | New |
| 3 | Sprott Physical Gold Etv | 224.4K | $7.95M | 14.9% | −186.9K | Reduced |
| 4 | Veeva Sys Inc | 45.2K | $7.93M | 14.9% | +15.4K | Added |
| 5 | Amazon Com Inc | 36.0K | $7.50M | 14.1% | −16.9K | Reduced |
| 6 | Autodesk Inc | 26.2K | $6.28M | 11.8% | −15.9K | Reduced |
| 7 | Atlassian Corporation | 70.6K | $4.82M | 9.0% | 0 | Held |