OBERNDORF WILLIAM E

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$53,344
Net value change ($000)
-25,636 (-32.5%)
New positions
1
Sold out positions
1
Turnover %
37.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GWRE 9,235 NEW
VEEV 1,288 19.4%
Top Reduces (Value $000, Stocks/ETFs)
MNDY -10,876 -100.0%
TEAM -6,632 -57.9%
ADSK -6,192 -49.7%
PHYS -5,629 -41.4%
AMZN -4,713 -38.6%
UNH -2,116 -18.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type