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OBERNDORF WILLIAM E

1 follower ยท
SAN FRANCISCO CA
13F Summary
Oberndorf William E is based out of San Francisco. Their last reported 13F filing for Q3 2024 included $75,424,566 in managed 13F securities and a top 10 holdings concentration of 100.0%. Oberndorf William E's largest holding is Atlassian Corporation with shares held of 93,892. Whalewisdom has at least 45 13F filings, 6 13D filings, and 12 13G filings

2024-09-30

Top Buys (13F)

Name % Change
ADSK Autodesk, Inc 10.05%
SHOP Shopify Inc 6.31%
VEEV Veeva Systems Inc 2.39%
TEAM Atlassian Corporatio 2.36%
AMZN Amazon.com Inc 1.37%

2024-09-30

Top Sells (13F)

Name % Change
SMAR Smartsheet Inc 7.26%
TDG Transdigm Group Inco 4.57%
ZI ZoomInfo Technologie 3.15%

2024-09-30

13F Holdings Summary

Name $ Change
TEAM Atlassian Corporatio 19.77%
VEEV Veeva Systems Inc 18.69%
AMZN Amazon.com Inc 17.73%
DDOG Datadog Inc 14.75%
MNDY Monday.Com Ltd 11.48%

Confidential Treatment - Holdings omitted in latest filing.

Signed pursuant to a Power of Attorney dated August 28, 2024 and included as an Exhibit 99 to this Filing. Exhibit 99 POWER OF ATTORNEY Know all by these presents, that the undersigned William E. Oberndorf ("Grantor") has made, constituted and appointed, and by these presents does make, constitute and appoint Gary Scheier and Liane Wong (each, an "Attorney"), or any of them acting singly, the true and lawful agent and attorney-in-fact, with full power of substitution and resubstitution, of the Grantor, for and in Grantor's name, place and stead, in any and all capacities, to do all or any of the following acts, matters and things: (1) To sign on behalf of the Grantor statements on Form 13F or amendments thereto pursuant to Section 13(f) of the Securities Exchange Act of 1934 (the "Exchange Act"). (2) To do all such other acts and things as, in such Attorney's discretion, he deems appropriate or desirable for the purpose of filing such statements on Form 13F or amendments thereto. (3) To sign on behalf of the Grantor statements on Form N-PX or amendments thereto pursuant to Rule 14Ad-1 under the Exchange Act. (4) To do all such other acts and things as, in such Attorney's discretion, he deems appropriate or desirable for the purpose of filing such statements on Form N-PX or amendments thereto. (5) To sign on behalf of the Grantor statements of beneficial ownership and changes in beneficial ownership pursuant to Section 16 of the Exchange Act. (6) To do all such other acts and things as, in such Attorney's discretion, he deems appropriate or desirable for the purpose of filing such statements pursuant to Section 16 of the Exchange Act. (7) To appoint in writing one or more substitutes who shall have the power to act on behalf of the Grantor as if that substitute or those substitutes shall have been originally appointed Attorney(s) by this Power of Attorney and/or to revoke any such appointment at any time without assigning any reason therefor. (8) To take any other action of any type whatsoever in connection with the foregoing which, in the opinion of such Attorney, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by such Attorney on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as such Attorney may approve in such attorney-in-fact's discretion. The Grantor hereby ratifies and confirms all that each said agent and attorney-in-fact or any substitute or substitutes may lawfully do or cause to be done by virtue hereof. This Power of Attorney and all authority conferred hereby shall not be terminated by operation of law, whether by the death or incapacity of the undersigned or by occurrence of any other event. Actions taken by such Attorney pursuant to this Power of Attorney shall be as valid as if any event described in the preceding sentence had not occurred, whether or not such Attorney shall have received notice of such event. Notwithstanding the foregoing, (i) in the event that such Attorney is no longer employed by Oberndorf Enterprises LLC, this Power of Attorney and all authority conferred hereby shall be immediately terminated with respect to such Attorney, and (ii) the undersigned may terminate or revoke this Power of Attorney at any time. IN WITNESS WHEREOF, Grantor duly assents to this Power of Attorney by his or its signature as of the 28th day of August, 2024. William E. Oberndorf /s/ William E. Oberndorf.

2024-09-30

13F Activity

Market Value $75.4m, Prior: $57.0m
Inflows (Outflows) as % of Total MV +20.9499%
New Purchases 2 stocks
Added To 4 stocks
Sold out of 3 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 45.45%
Turnover Alt %[2] 11.33%
Time Held Top 20 5.875 quarters
Time Held Top 10 5.875 quarters
Time Held All 5.88 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.

2024-09-30

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30

Portfolio Performance