Oberndorf William E
Oberndorf William E reported 8 stocks worth $55M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are UNH (26.9%), GWRE (16.1%) and AMZN (15.6%). Compared with Q1 2026, the fund opened new positions in GOOG and MNDY, added to GWRE, trimmed ADSK and sold out of TEAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UNH Unitedhealth Group Inc | $14.8M | 26.9% | 36K | No change | 4 of 8 | |
| 2 |  GWRE Guidewire Software Inc | $8.9M | 16.1% | 72K | +10K (+17%) | 2 of 8 | |
| 3 |  AMZN Amazon Com Inc | $8.6M | 15.6% | 36K | No change | 8 of 8 | |
| 4 |  VEEV Veeva Sys Inc Class Class A | $8M | 14.6% | 45K | No change | 8 of 8 | |
| 5 |  PHYS Sprott Physical Gold TR | $6.8M | 12.3% | 224K | No change | 5 of 8 | |
| 6 |  GOOG Alphabet Inc | $4.5M | 8.2% | 13K | New position | 2 of 8 | |
| 7 |  MNDY Monday Com Ltd | $2.7M | 4.8% | 37K | New position | 7 of 8 | |
| 8 |  ADSK Autodesk Inc | $860K | 1.6% | 4,425 | −22K (−83%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TEAM Atlassian Corporation | $4.8M | 71K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Oberndorf William E 13F FAQ
What does Oberndorf William E own?
Oberndorf William E reported 8 stocks worth $55M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are UNH (26.9%), GWRE (16.1%) and AMZN (15.6%). The table above lists every position in the filing (the top 10 without an account).
What did Oberndorf William E buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 1 trimmed and 1 sold out. New positions include GOOG and MNDY. It sold all of TEAM.
When will Oberndorf William E file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Oberndorf William E's portfolio worth?
The Q2 2026 filing reports $55M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.