Investor
OBERNDORF WILLIAM E
CIK 0001218663 · filed 2026-05-14 · SEC filing
13F book
$53.3M
Positions
7
1 new · 2 sold
Largest name
18.0%
Unitedhealth Group Inc · UNH
Est. mark
−$11.9M
Price effect on 6 names still held. Flow −$13.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Unitedhealth Group Inc | UNH | 35.6K | $9.62M | 18.0% | −$2.12M | Held |
| Guidewire Software, Inc. | GWRE | 61.8K | $9.24M | 17.3% | — | New |
| Sprott Asset Management Lp | — | 224.4K | $7.95M | 14.9% | $543.1K | Cut−$5.63M |
| Veeva Sys Inc | — | 45.2K | $7.93M | 14.9% | −$1.42M | Added$1.29M |
| Amazon Com Inc | AMZN | 36K | $7.5M | 14.1% | −$812.5K | Cut−$4.71M |
| Autodesk, Inc. | ADSK | 26.2K | $6.28M | 11.8% | −$1.48M | Cut−$6.19M |
| Atlassian Corp | TEAM | 70.6K | $4.82M | 9.0% | −$6.63M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.