Liane Wong

Oberndorf William E

Assets Managed

$53.344M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 14d ago

Growth Rate

-32.45%(2Q avg: -12.99%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oberndorf William E's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

Assets under management

The assets under management (AUM) of Oberndorf William E over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 53.344M in assets, with a quarterly growth rate of -32.45% and a 2-quarter average growth rate of -12.99%. The portfolio is managed by Liane Wong, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
UNH Unitedhealth Group Inc Recent Activity	18.04%	$9.62M 35,553 shares@ $270.6 avg price
GWRE Guidewire Software Inc Recent Activity New Position	17.32%	$9.235M 61,751 shares@ $149.56 avg price	New Position
PHYS Sprott Physical Gold Trust Recent Activity Decreased -45.44%	14.92%	$7.954M 224,439 shares@ $35.44 avg price	Decreased -45.44%
VEEV Veeva Systems Inc-class A Recent Activity Increased 51.72%	14.87%	$7.932M 45,153 shares@ $175.67 avg price	Increased 51.72%
AMZN Amazon.com Inc Recent Activity Decreased -31.92%	14.07%	$7.504M 36,031 shares@ $208.27 avg price	Decreased -31.92%
ADSK Autodesk Inc Recent Activity Decreased -37.75%	11.77%	$6.277M 26,220 shares@ $239.4 avg price	Decreased -37.75%
TEAM Atlassian Corp-cl A Recent Activity	9.04%	$4.822M 70,645 shares@ $68.26 avg price

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