Oberndorf William E reported 8 positions worth $55.02M for the quarter ended Jun 30, 2026, up 3.1% on the prior quarter. It opened 2 new positions, added to 1, trimmed 1 and exited 1. Its largest holding is Unitedhealth Group Inc at 26.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TEAM Atlassian Corp | -70.6K | $4.82M | 9.04% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNH Unitedhealth Group Inc | Healthcare | 35.6K | $14.78M | 26.86% | 0 | 0.0% | Unchanged | 0% |
| 2 | GWRE Guidewire Software, Inc. | Technology | 72.0K | $8.86M | 16.1% | +10.2K | +16.6% | Added | 0.09% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 36.0K | $8.59M | 15.61% | 0 | 0.0% | Unchanged | 0% |
| 4 | VEEV Veeva Systems Inc | Technology | 45.2K | $8.01M | 14.56% | 0 | 0.0% | Unchanged | 0.03% |
| 5 | PHYS Sprott Physical Gold Trust | Others | 224.4K | $6.77M | 12.31% | 0 | 0.0% | Unchanged | 0.05% |
| 6 | GOOG Alphabet Inc. | Technology | 12.7K | $4.49M | 8.17% | +12.7K | – | New | 0% |
| 7 | MNDY monday.com Ltd. | Technology | 36.7K | $2.66M | 4.83% | +36.7K | – | New | 0.07% |
| 8 | ADSK Autodesk, Inc. | Technology | 4,425 | $860.31K | 1.56% | -21.8K | -83.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Oberndorf William E.
As of its Q2 2026 13F filing, Oberndorf William E’s five largest positions were Unitedhealth Group Inc (UNH) at 26.9%, Guidewire Software, Inc. (GWRE) at 16.1%, Amazon Com Inc (AMZN) at 15.6%, Veeva Systems Inc (VEEV) at 14.6%, Sprott Physical Gold Trust (PHYS) at 12.3% of the reported portfolio.
Oberndorf William E reported a 13F portfolio worth $55.02M across 8 positions for Q2 2026. That is up 3.1% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($4.49M), monday.com Ltd. ($2.66M), Guidewire Software, Inc. ($1.26M). It opened 2 new positions.
Its largest sales by value were Atlassian Corp ($4.82M), Autodesk, Inc. ($4.24M). It exited 1 positions entirely.
From the Form 13F-HR reports Oberndorf William E files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.