Oberndorf William E reported 8 holdings worth US$55M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Oberndorf William E reported 8 holdings worth US$55M as of Jun 30, 2026. Largest: Unitedhealth Group Incorporated, Guidewire Software, Inc. and Amazon.com, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$55M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Unitedhealth Group Incorporated | 35,553 | US$14.8M | 26.9% |
| Guidewire Software, Inc. | 71,997 | US$8.86M | 16.1% |
| Amazon.com, Inc. | 36,031 | US$8.59M | 15.6% |
| Veeva Systems Inc. | 45,153 | US$8.01M | 14.6% |
| Alphabet Inc (google) Class C | 12,575 | US$4.49M | 8.2% |
| Autodesk, Inc. | 4,425 | US$860K | 1.6% |
| Atlassian Corporation | 0 | US$0 | 0.00% |