OBERNDORF WILLIAM E
CIK 1218663 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- MNDY18.31%
- ADSK18.04%
- UNH16.55%
- AMZN15.67%
- VEEV14.95%
- PHYS8.87%
- TEAM7.62%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PHYSWeight increased · +4.36 pp4.51% → 8.87%Shares +61.09K (+37.93%)
- TEAMWeight decreased · -4.14 pp11.76% → 7.62%Shares -17.00K (-32.44%)
- MNDYWeight decreased · -3.94 pp22.25% → 18.31%Shares +6.08K (+9.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 7
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MNDYMONDAY.COM LTDSHS View history and evidence | $13.58M | 18.31% | 70.12K shares | 22.25% → 18.31%-3.94 pp +6.08K (+9.50%) | Added | ↗▾ |
| 02 | ADSKAUTODESK INC View history and evidence | $13.38M | 18.04% | 42.12K shares | 14.41% → 18.04%+3.63 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $12.28M | 16.55% | 35.55K shares | Prior unavailable +35.55K | New | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $11.62M | 15.67% | 52.93K shares | 12.83% → 15.67%+2.84 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $11.09M | 14.95% | 37.22K shares | 11.85% → 14.95%+3.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | PHYSSPROTT PHYSICAL GOLD TRUSTUNIT View history and evidence | $6.58M | 8.87% | 222.16K shares | 4.51% → 8.87%+4.36 pp +61.09K (+37.93%) | Added | ↗▾ |
| 07 | TEAMATLASSIAN CORP-CL ACL A View history and evidence | $5.65M | 7.62% | 35.39K shares | 11.76% → 7.62%-4.14 pp -17.00K (-32.44%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DDOG DATADOG INC - CLASS A | Non-derivative | -83,094 | -$11.16M | SEC filing ↗ | SEC filing ↗ |
| GOOG ALPHABET INC-CL C | Non-derivative | -51,273 | -$9.10M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1218663 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 74183247
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.