OBERNDORF WILLIAM E: 13F holdings

CIK 12186632026Q2

Positions8
Reported value$55.0m
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
UNH UnitedHealth Group Inc35,553$14.8m26.9%
GWRE Guidewire Software Inc71,997$8.9m16.1%
AMZN Amazon com Inc.36,031$8.6m15.6%
VEEV Veeva Sys Inc45,153$8.0m14.6%
PHYS Sprott Physical Gold Tr224,439$6.8m12.3%
GOOG Alphabet Inc.12,719$4.5m8.2%
Monday com Ltd36,749$2.7m4.8%
ADSK Autodesk Inc4,425$860,3081.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1218663")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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