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Disclosery

OBERNDORF WILLIAM E

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13F filer, CIK 1218663, San Francisco, CA

OBERNDORF WILLIAM E reported $55,022,953 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-348152

Changes against Q1 2026 are not shown: its report omitted holdings under a confidential treatment request (7 positions on file), so every position would read as new.

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2026-06-30
Reported value
$55M
Holdings
8
Top 10 weight
100%
New
Sold out

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-348152, largest first. % of portfolio is the value over $55,022,953, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,553 shares; 2025Q4: 35,553 shares; 2026Q1: 35,553 shares; 2026Q2: 35,553 shares 35,553$14.8M26.86%The filing omitted confidential holdings, a later amendment may add them.Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,751 shares; 2026Q2: 71,997 shares 71,997$8.86M16.1%The filing omitted confidential holdings, a later amendment may add them.Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,749 shares; 2024Q4: 71,749 shares; 2025Q1: 71,749 shares; 2025Q2: 52,928 shares; 2025Q3: 52,928 shares; 2025Q4: 52,928 shares; 2026Q1: 36,031 shares; 2026Q2: 36,031 shares 36,031$8.59M15.61%The filing omitted confidential holdings, a later amendment may add them.Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,154 shares; 2024Q4: 67,154 shares; 2025Q1: 66,343 shares; 2025Q2: 37,224 shares; 2025Q3: 37,224 shares; 2025Q4: 29,761 shares; 2026Q1: 45,153 shares; 2026Q2: 45,153 shares 45,153$8.01M14.56%The filing omitted confidential holdings, a later amendment may add them.Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,074 shares; 2025Q3: 222,164 shares; 2025Q4: 411,371 shares; 2026Q1: 224,439 shares; 2026Q2: 224,439 shares 224,439$6.77M12.31%The filing omitted confidential holdings, a later amendment may add them.Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,273 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,719 shares 12,719$4.49M8.17%The filing omitted confidential holdings, a later amendment may add them.Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,179 shares; 2024Q4: 31,179 shares; 2025Q1: 50,282 shares; 2025Q2: 64,036 shares; 2025Q3: 70,120 shares; 2025Q4: 73,705 shares; 2026Q1: not reported; 2026Q2: 36,749 shares 36,749$2.66M4.83%The filing omitted confidential holdings, a later amendment may add them.Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,503 shares; 2024Q4: 27,503 shares; 2025Q1: 31,229 shares; 2025Q2: 42,124 shares; 2025Q3: 42,124 shares; 2025Q4: 42,124 shares; 2026Q1: 26,220 shares; 2026Q2: 4,425 shares 4,425$860K1.56%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-348152 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001193125-26-348152 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001193125-26-222994 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001193125-26-050038 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001193125-25-279251 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0000950123-25-007482 Quarter ended 2025-06-302025-08-11acceptance time not in the bulk data set
13F-HR 0000950123-25-005008 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0000950123-25-002836 Quarter ended 2024-12-312025-02-18acceptance time not in the bulk data set
13F-HR 0000950123-24-011025 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0000950123-24-007911 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0000950123-24-005732 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000950123-24-001959 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000950123-23-010181 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0000950123-23-007494 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0000950123-23-004751 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0000950123-23-001979 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0000950123-22-012277 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000950123-22-008799 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0000950123-22-005762 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0000950123-22-003008 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000950123-21-015582 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000950123-21-010889 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0000950123-21-006559 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0000950123-21-002007 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0000950123-20-011849 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0000950123-20-008677 Quarter ended 2020-06-302020-08-13acceptance time not in the bulk data set
13F-HR/A 0000950123-20-008674 Quarter ended 2020-03-312020-08-13acceptance time not in the bulk data set
13F-HR 0000950123-20-004938 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0000950123-20-001927 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0000950123-19-010833 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0000950123-19-007757 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0000950123-19-004919 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0000950123-19-001669 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0000950123-18-011810 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0000950123-18-008056 Quarter ended 2018-06-302018-08-10acceptance time not in the bulk data set
13F-HR 0000950123-18-004950 Quarter ended 2018-03-312018-05-11acceptance time not in the bulk data set
13F-HR 0000950123-18-001379 Quarter ended 2017-12-312018-02-12acceptance time not in the bulk data set
13F-HR 0000950123-17-009867 Quarter ended 2017-09-302017-11-08acceptance time not in the bulk data set
13F-HR 0000950123-17-007121 Quarter ended 2017-06-302017-08-10acceptance time not in the bulk data set
13F-HR 0000950123-17-004464 Quarter ended 2017-03-312017-05-11acceptance time not in the bulk data set
13F-HR 0000950123-17-001281 Quarter ended 2016-12-312017-02-09acceptance time not in the bulk data set
13F-HR 0000950123-16-021527 Quarter ended 2016-09-302016-11-09acceptance time not in the bulk data set
13F-HR 0000950123-16-019461 Quarter ended 2016-06-302016-08-11acceptance time not in the bulk data set
13F-HR 0000950123-16-016515 Quarter ended 2016-03-312016-05-10acceptance time not in the bulk data set
13F-HR 0000950123-16-014083 Quarter ended 2015-12-312016-02-11acceptance time not in the bulk data set
13F-HR 0000950123-15-011599 Quarter ended 2015-09-302015-11-12acceptance time not in the bulk data set
13F-HR 0000950123-15-008616 Quarter ended 2015-06-302015-08-12acceptance time not in the bulk data set
13F-HR 0000950123-15-005678 Quarter ended 2015-03-312015-05-13acceptance time not in the bulk data set
13F-HR/A 0000950123-15-001664 Quarter ended 2014-09-302015-02-12acceptance time not in the bulk data set
13F-HR 0000950123-15-001701 Quarter ended 2014-12-312015-02-12acceptance time not in the bulk data set
13F-HR/A 0000950123-15-001637 Quarter ended 2014-06-302015-02-12acceptance time not in the bulk data set
13F-HR 0000950123-14-011739 Quarter ended 2014-09-302014-11-13acceptance time not in the bulk data set
13F-HR 0000950123-14-008246 Quarter ended 2014-06-302014-08-11acceptance time not in the bulk data set