$182 Million is the total value of OBERNDORF WILLIAM E's 6 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
APPF | Sell | AppFolio Inc. | $105,839,000 | +14.9% | 962,609 | -0.5% | 58.30% | +17.4% |
INST | Sell | Instructure, Inc. | $40,253,000 | -28.8% | 834,942 | -42.8% | 22.17% | -27.2% |
TPX | Exit | Tempur Sealy Intl Inc. | $0 | – | -24,084 | -100.0% | -1.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CONFIDENTIAL | 38 | Q3 2023 | 0.0% |
LIBERTY GLOBAL PLC SERIES C | 27 | Q4 2020 | 81.7% |
APPFOLIO INC. | 24 | Q1 2021 | 75.2% |
Herbalife LTD | 16 | Q1 2020 | 17.6% |
Smartsheet Inc. | 15 | Q3 2023 | 29.5% |
Transdigm Group Inc. | 13 | Q3 2023 | 16.1% |
Twilio Inc | 13 | Q3 2020 | 9.0% |
Amazon.com, Inc. | 12 | Q3 2023 | 10.1% |
Charter Communications, Inc. | 11 | Q2 2019 | 9.4% |
Workiva, Inc. | 9 | Q4 2018 | 46.0% |
View OBERNDORF WILLIAM E's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
APPFOLIO INC | June 23, 2021 | 66,890 | 0.4% |
INSTRUCTURE INC | February 13, 2020 | 1,079,684 | 2.8% |
WORKIVA INC | February 14, 2019 | 705,623 | 2.1% |
Dominion Diamond Corp | May 10, 2013 | 3,341,006 | 3.9% |
View OBERNDORF WILLIAM E's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View OBERNDORF WILLIAM E's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.