OBERNDORF WILLIAM E
CIK
1218663
Location
San Francisco, CA
Portfolio Value
Micro
$53,344,223
Diversification
Diversified
Filing Date
Global Rank
#6,394
/ 8,232
▼ 312
Top Industry
Software - Application
38.1%
3Y Alpha vs SPY
-17.1%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.6%
SPY
+76.3%
Annualised alpha
-17.1%
Max drawdown
−37.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.0%
+0.8 pts
Top 5
79.2%
+1.4 pts
Top 10
100.0%
0.0 pts
HHI
1,486
Diversified+11
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.1% | $20,334,068 |
| Healthcare | 32.9% | $17,551,861 |
| Financial Services | 14.9% | $7,954,118 |
| Consumer Cyclical | 14.1% | $7,504,176 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEEV | Veeva Systems Inc | +15,392 | 45,153 | $7,931,575 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GWRE | Guidewire Software, Inc. | 61,751 | $9,235,479 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MNDY | monday.com Ltd. | 73,705 | $10,875,909 | |
| No positions match the current search. | ||||
7 positions ·
$53,344,223 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TEAM |
Atlassian Corp
Technology
|
Held | 70,645 | $4,821,521 | 9.04% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 26,220 | $6,277,068 | 11.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 36,031 | $7,504,176 | 14.07% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Added | 45,153 | $7,931,575 | 14.87% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 224,439 | $7,954,118 | 14.91% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
NEW | 61,751 | $9,235,479 | 17.31% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 35,553 | $9,620,286 | 18.03% |