Fund Universe

← Fund Universe

☆OBERNDORF WILLIAM E

CIK 0001218663 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.359
AUM ($M)
55
Positions
8
Turnover
0.23
Top-10 wt
100%
Herfindahl
0.168
History (qtrs)
6
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 9 positions · portfolio value $55M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆UNH funds › UnitedHealth Group Inc HOLD — 26.9% +8.8% 14.8 35,553 +0 4 —
☆GWRE funds › Guidewire Software Inc ADD Common Stock 16.1% -1.2% 8.9 71,997 +10,246 2 —
☆AMZN funds › Amazon com Inc. HOLD Common Stock 15.6% +1.5% 8.6 36,031 +0 5 —
☆VEEV funds › Veeva Sys Inc HOLD — 14.6% -0.3% 8.0 45,153 +0 5 —
☆PHYS funds › Sprott Physical Gold Tr HOLD — 12.3% -2.6% 6.8 224,439 +0 5 —
☆GOOG funds › Alphabet Inc. NEW Common Stock 8.2% +8.2% 4.5 12,719 +12,719 1 —
☆MNDY funds › Monday com Ltd NEW — 4.8% +4.8% 2.7 36,749 +36,749 1 —
☆ADSK funds › Autodesk Inc TRIM Common Stock 1.6% -10.2% 0.9 4,425 -21,795 5 —
☆TEAM funds › Atlassian Corporation EXIT Common Stock 0.0% -9.0% 0.0 0 -70,645 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 55 8 0.23 100% 0.168 0.361 — in
2026Q1 53 7 0.27 100% 0.149 0.303 — in
2025Q4 79 8 0.15 100% 0.148 0.549 — in
2025Q3 74 8 0.30 100% 0.154 0.247 — in
2025Q2 90 9 0.28 100% 0.142 0.349 — entered
2025Q1 78 9 0.00 100% 0.143 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status