Oberndorf William E
Oberndorf William E is an investment fund managed personally by William E. Oberndorf, a San Francisco-based investor. The fund operates primarily as a personal investment vehicle, disclosing its holdings via SEC filings. It is not a large institutional firm but instead represents the portfolio and investment activities of William E. Oberndorf himself. The fund reports a small, focused set of equity positions, managing under $100 million in assets, and does not have a traditional employee base or formal corporate structure typical of larger investment managers.
Investment Strategy
The fund's investment strategy centers on concentrated positions in a select number of public technology and growth companies, as evidenced by its recent holdings in firms like Amazon.com, Atlassian, Autodesk, monday.com, Veeva Systems, and Datadog. Oberndorf William E's filings indicate an active portfolio management approach, with regular rebalancing and a high turnover rate, focusing on long-term capital appreciation through targeted investments in innovative leaders primarily within the technology sector.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MNDY | Monday com Ltd | 22.25% | $20.1M | 64,036 | $217.51 | $314.48 | +$7.9M |
A ADSK | Autodesk Inc | 14.41% | $13.0M | 42,124 | $283.09 | $309.57 | +$4.9M |
A AMZN | Amazon com Inc. | 12.83% | $11.6M | 52,928 | $132.86 | $219.39 | -$2.0M |
D DDOG | Datadog Inc | 12.34% | $11.2M | 83,094 | $103.70 | $134.33 | +$4.0M |
V VEEV | Veeva Sys Inc | 11.85% | $10.7M | 37,224 | $195.27 | $287.98 | -$4.6M |