OBERNDORF WILLIAM E

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$55,023
Net value change ($000)
+1,679 (3.1%)
New positions
2
Sold out positions
1
Turnover %
21.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
UNH 5,157 53.6%
GOOGL 4,494 NEW
MNDY 2,660 NEW
AMZN 1,084 14.4%
VEEV 81 1.0%
Top Reduces (Value $000, Stocks/ETFs)
ADSK -5,417 -86.3%
TEAM -4,822 -100.0%
PHYS -1,183 -14.9%
GWRE -376 -4.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type