OBERNDORF WILLIAM E

SAN FRANCISCO, CA How do I update this listing?

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Oberndorf William E is based out of San Francisco. Their last reported 13F filing for Q2 2021 included $145,502,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Oberndorf William E's largest holding is Vimeo Inc with shares held of 1,015,649. Oberndorf William E has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 32 13F filings, 6 13D filings, and 12 13G filings

Download 13F Summary Create Alert

06/30/2021

13F Activity

  • Market Value $145.502 Million
  • Prior Market Value $124.657 Million
  • New Purchases1 stock
  • Additional Purchases1 stock
  • Sold out of1 stock
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 40.23 %
  • Time Held Top20:2.86 quarters
  • Time Held Top10:2.86 quarters
  • Time Held All:2.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 14.71%
Performance Last 4 Quarters: 31.1%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

WhaleScore history for OBERNDORF WILLIAM E

You must have a subscription to view WhaleScore histories

Elevate your investments