OBERNDORF WILLIAM E

CIK

1218663

Location

San Francisco, CA

Portfolio Value

Micro $20,334,068

Diversification

Diversified

Filing Date

Global Rank

#6,736 / 8,578 ▼ 423

Top Industry

Software - Application 38.1%

3Y Alpha vs SPY

-17.0%

Period ended 3 months ago

Filed May 14, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.5%

SPY

+78.1%

Annualised alpha

-16.9%

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, 2025

Top 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	Positions
Technology	38.1%	$20,334,068	3
Healthcare	32.9%	$17,551,861	2
Financial Services	14.9%	$7,954,118	1
Consumer Cyclical	14.1%	$7,504,176	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added 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.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−186,932	224,439	$7,954,118
AMZN	Amazon Com Inc	−16,897	36,031	$7,504,176
ADSK	Autodesk, Inc.	−15,904	26,220	$6,277,068
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.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $20,334,068 total · Technology only · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GWRE	Guidewire Software, Inc. Technology	NEW	61,751	NEW	$9,235,479	NEW	45.42%
ADSK	Autodesk, Inc. Technology	Reduced	26,220	-15,904	$6,277,068	−49.7%	30.87%
TEAM	Atlassian Corp Technology	Held	70,645	0	$4,821,521	−57.9%	23.71%