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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