OBERNDORF WILLIAM E
•CIK: 1218663•Filing: Q4 2025
**OBERNDORF WILLIAM E** manages $79M across a concentrated portfolio of 7 positions. The fund exhibits significant allocations to technology and healthcare, notably holding PHYS/U at $13.6M and ADSK at $12.5M. Further top holdings include AMZN ($12.2M), UNH ($11.7M), and TEAM1EUR ($11.5M), indicating targeted exposure across diverse sectors. This structure suggests a conviction-driven approach with substantial capital deployed into established market leaders.
Total AUM
$79.0M
QoQ Performance
+6.5%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PHYS/U
ADSK
AMZN
UNH
TEAM1EUR
MNDY
VEEV
PHYS/U17.2%
ADSK15.8%
AMZN15.5%
UNH14.9%
TEAM1EUR14.5%
MNDY13.8%
VEEV8.4%
📈 Biggest Buys
📉 Biggest Sells
VEEV
Veeva Sys Inc
-20.0%
8.4% of portfolio
Sector Breakdown
Other69.7%
Consumer15.5%
Healthcare14.9%
Changes from Q3 2025
↑3 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023