account_balance

Investment manager · 13F filer · SEC CIK 1218663

Oberndorf William E

Reported value$64.1Mas of Sep 30, 2026
Positions9 2 new, 1 sold out
Top 10 weight100.0%GWRE alone is 16%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list
GWRE Guidewire Software, Inc. 16.0% HeldPHYS Sprott Physical Gold Trust 15.8% Added +44%AMZN Amazon.com Inc 14.0% HeldUNH UnitedHealth Group Inc 13.7% Trimmed −33%APPF Appfolio Inc 12.0% NewVEEV Veeva Systems Inc 10.4% Trimmed −48%GOOG Alphabet Inc. 8.0% Added +18%MELI MercadoLibre Inc 5.7% NewMNDY monday.com Ltd. 4.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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