Fund HoldingsOBERNDORF WILLIAM E

Total Portfolio Value
$78.98M
Total Bought
$15.51M
Total Sold
$4.45M
Net Transaction
+$11.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Sprott Physical Gold Tr(PHYS)222,164411,371+189,2076,58013,58317.20%+7,003
Atlassian Corporation35,39470,645+35,2515,65211,45414.50%+5,802
Amazon com Inc.(AMZN)52,92852,928011,62112,21715.47%+595
CONFIDENTIAL000000
UnitedHealth Group Inc(UNH)35,55335,553012,27611,73614.86%-540
Autodesk Inc42,12442,124013,38212,46915.79%-912
Monday com Ltd
SHS
70,12073,705+3,58513,58210,87613.77%-2,706
Veeva Sys Inc(VEEV)37,22429,761-7,46311,0896,6448.41%-4,446
Page 1 of 1