OW

OBERNDORF WILLIAM E

13F
OBERNDORF WILLIAM E
Last update 2024-08-12 9 Stocks (0 new)
Value $57.00 Mil Turnover 5 %
Countries:
Top Holdings: DDOG(20.11%)TEAM(17.41%)AMZN(16.35%)VEEV(16.30%)MNDY(13.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
OBERNDORF WILLIAM E Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DDOG 		Datadog Inc
88,422
11467.450
0%
20.110
0%
0.030
+10.03%
+1.67%
41925.222
Software
TEAM 		Atlassian Corp
56,134
9928.980
+10.28%
17.410
+1.62%
0.020
+74.51%
+3.12%
63879.098
Software
AMZN 		Amazon.com Inc
48,260
9326.250
0%
16.350
0%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
VEEV 		Veeva Systems Inc
50,780
9293.250
+22.04%
16.300
+2.94%
0.030
+27.56%
+22.85%
38300.585
Healthcare Providers & Services
MNDY 		Monday.Com Ltd
31,179
7506.660
0%
13.160
0%
0.060
+0.59%
+38.75%
12992.701
Software
SMAR 		Smartsheet Inc
93,955
4141.540
0%
7.260
0%
0.070
+19.20%
+16.73%
7775.686
Software
TDG 		TransDigm Group Inc
2,040
2606.330
-48.65%
4.570
-3.88%
0.000
+16.06%
+41.46%
76215.874
Aerospace & Defense
ZI 		ZoomInfo Technologies Inc
140,485
1793.990
0%
3.150
0%
0.040
+50.17%
-29.26%
4777.862
Software
APPF 		AppFolio Inc
3,939
963.360
-77.40%
1.690
-5.43%
0.010
+10.47%
+35.70%
8541.599
Software

OBERNDORF WILLIAM E's Historical Top Holdings Breakdowns

OBERNDORF WILLIAM E's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APPF 		AppFolio Inc2024-06-30Reduce
-5.43%
â—Ź
208.5 ($232.98) 249.87
$235.09
0.91%
Reduce -77.4%
3,939
-13,494
TDG 		TransDigm Group Inc2024-06-30Reduce
-3.88%
â—Ź
1187.7 ($1282.14) 1362.3
$1,355.42
5.72%
Reduce -48.65%
2,040
-1,933
VEEV 		Veeva Systems Inc2024-06-30Add
+2.94%
â—Ź
171.41 ($198.49) 230.39
$236.52
19.16%
Add 22.04%
50,780
9,171
TEAM 		Atlassian Corp2024-06-30Add
+1.62%
â—Ź
153.18 ($178.7) 214.65
$245.28
37.26%
Add 10.28%
56,134
5,232
SNOW 		Snowflake Inc2024-03-31Sold Out
-9.60%
â—Ź
156.31 ($193.91) 236
$125.46
-35.30%
Sold Out
0
-29,600
TEAM 		Atlassian Corp2024-03-31Add
+8.77%
â—Ź
192 ($218.06) 257.43
$245.28
12.48%
Add 118.02%
50,902
27,555
DDOG 		Datadog Inc2024-03-31Reduce
-4.11%
â—Ź
112.42 ($125.7) 136.15
$123.41
-1.82%
Reduce -19.05%
88,422
-20,802
TDG 		TransDigm Group Inc2024-03-31Reduce
-4.05%
â—Ź
972.61 ($1125.83) 1233.8
$1,355.42
20.39%
Reduce -38.22%
3,973
-2,458
AMZN 		Amazon.com Inc2024-03-31Add
+2.22%
â—Ź
144.57 ($166.93) 180.38
$208.91
25.15%
Add 18.53%
48,260
7,544
VEEV 		Veeva Systems Inc2023-12-31New Buy
+13.05%
â—Ź
165.08 ($188.42) 216.72
$236.52
25.53%
New holding
41,609
41,609

OBERNDORF WILLIAM E Total Holding History ($B)

To

OBERNDORF WILLIAM E's Asset Allocation

To

OBERNDORF WILLIAM E Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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OBERNDORF WILLIAM E's Hypothetical Growth since 2024-06-30

OBERNDORF WILLIAM E's Yearly Returns

Year Portfolio % % Excess Gain %

OBERNDORF WILLIAM E's Holdings Heat Map

Size field:

OBERNDORF WILLIAM E's Holdings Bubble Chart

OBERNDORF WILLIAM E News

  • 1

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