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Disclosery

OBERNDORF WILLIAM E

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13F filer, CIK 1218663, San Francisco, CA

OBERNDORF WILLIAM E reported $78,979,676 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-050038

Changes against Q3 2025 are not shown: its report omitted holdings under a confidential treatment request (8 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
2025-12-31
Reported value
$79M
Holdings
8
Top 10 weight
100%
New
Sold out

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-050038, largest first. % of portfolio is the value over $78,979,676, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,074 shares; 2025Q3: 222,164 shares; 2025Q4: 411,371 shares 411,371$13.6M17.2%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 27,503 shares; 2025Q1: 31,229 shares; 2025Q2: 42,124 shares; 2025Q3: 42,124 shares; 2025Q4: 42,124 shares 42,124$12.5M15.79%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,749 shares; 2024Q4: 71,749 shares; 2025Q1: 71,749 shares; 2025Q2: 52,928 shares; 2025Q3: 52,928 shares; 2025Q4: 52,928 shares 52,928$12.2M15.47%The filing omitted confidential holdings, a later amendment may add them.Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,553 shares; 2025Q4: 35,553 shares 35,553$11.7M14.86%The filing omitted confidential holdings, a later amendment may add them.Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,892 shares; 2024Q4: 55,892 shares; 2025Q1: 52,392 shares; 2025Q2: 52,392 shares; 2025Q3: 35,394 shares; 2025Q4: 70,645 shares 70,645$11.5M14.5%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 31,179 shares; 2025Q1: 50,282 shares; 2025Q2: 64,036 shares; 2025Q3: 70,120 shares; 2025Q4: 73,705 shares 73,705$10.9M13.77%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,154 shares; 2024Q4: 67,154 shares; 2025Q1: 66,343 shares; 2025Q2: 37,224 shares; 2025Q3: 37,224 shares; 2025Q4: 29,761 shares 29,761$6.64M8.41%The filing omitted confidential holdings, a later amendment may add them.Timeline
00Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.The filing omitted confidential holdings, a later amendment may add them.

How Q4 2025 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 0001193125-26-050038 base2026-02-13acceptance time not in the bulk data set