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  Name: OBERNDORF WILLIAM E
  City: San Francisco
  State: CA
  Zip: 94111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $61,310,000
  Total Value Change : $-61,000
  Securities Held Change : -1
   
All Securities Held : 10
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 2
  Unchanged Positions : 5
  Decreased Positions : 2

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 3 - $203.89 $9,640,000 41,609 15.72% 1,629,000 0 0.031    Healthcare Informatio...
   (MNDY)1 Year Chart         MNDY Mondaycom Ord Shs 5 - $243.50 $7,042,000 31,179 11.49% 1,186,000 0 0.071    N/A
   (APPF)1 Year Chart         APPF Appfolio Inc 7 - $230.40 $4,301,000 17,433 7.02% 1,281,000 0 0.096    N/A
   (SMAR)1 Year Chart         SMAR Smartsheet Inc 8 - $39.68 $3,617,000 93,955 5.9% -876,000 0 0.069    N/A
   (ZI)1 Year Chart         ZI Zoominfo Technologies Inc. 9 - $12.95 $2,252,000 140,485 3.67% -346,000 0 0.035    N/A

      5 Records Found
  1    
Page 1 of 1
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