Portfolio (Quarterly) Guide ↗

OBERNDORF WILLIAM E

· CIK 0001218663

13F Portfolio $53M AUM 7 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 1 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MNDY	Monday com Ltd	Technology	73,705	$10.9M	13.77%	SOLD
2	—	CONFIDENTIAL	—	—	—	—	SOLD

Sector Allocation

Technology 38.1%

Healthcare 32.9%

Financial Services 14.9%

Consumer Cyclical 14.1%