The Analysis of OBERNDORF WILLIAM E's Holdings & P&L


Currently, OBERNDORF WILLIAM E holds 7 types of securities in its portfolio with a total value $53.3M. In the most recent quarter, they have increased their positions in GWRE (+61.8K shares, valued at $9.2M), VEEV (+15.4K shares, valued at $2.7M); decreased their positions in PHYS (-186.9K shares, valued at $6.6M), ADSK (-15.9K shares, valued at $3.8M), AMZN (-16.9K shares, valued at $3.5M); initiated new positions in GWRE (+61.8K shares, valued at $9.2M).


1M P&L
+3.4M+7.43%
3M P&L
+6.7M+16.03%
HY P&L
-4.6M-8.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application23.3M
34.6%
2N/A13.6M
20.1%
3Internet Retail12.2M
18.1%

Top Industries by Stock Count

1Software - Application2 stocks
33.3%
2Internet Retail1 stocks
16.7%
3Healthcare Plans1 stocks
16.7%
Stock Holdings
UNH
UnitedHealth Group Inc
0.00%
Shares35.6K
Event2026-03-31
Filed2026-05-14
GWRE
Guidewire Software Inc
New
Shares61.8K
Event2026-03-31
Filed2026-05-14
PHYS
Sprott Physical Gold Tr
-45.44%
Shares224.4K
Event2026-03-31
Filed2026-05-14
VEEV
Veeva Sys Inc
51.72%
Shares45.2K
Event2026-03-31
Filed2026-05-14
AMZN
Amazon com Inc.
-31.92%
Shares36.0K
Event2026-03-31
Filed2026-05-14
ADSK
Autodesk Inc
-37.76%
Shares26.2K
Event2026-03-31
Filed2026-05-14
Atlassian Corporation
Atlassian Corporation
0.00%
Shares70.6K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
OBERNDORF WILLIAM E Institutional Holdings, Portfolio & P&L β€” TradeFomo