Asset Manager
← All Institutions
OBERNDORF WILLIAM E
Market Value
$74M
-18.0%
Holdings
9
-1
New Purchases
1
Added To
2
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $24M | 32.2% |
| Large Cap | 5 | $37M | 49.5% |
| Mid Cap | 1 | $14M | 18.3% |
Portfolio Analytics
Avg Market Cap
$805.5B
Median Market Cap
$55.5B
Avg P/E
26.9
Median P/E
23.4
Avg Dividend Yield
0.00%
Avg Beta
1.05
# Stocks
8
# ETFs / Funds
1
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MNDY | 18.31% | 70,120 | $14M | $193.69 | -$7M | +6,084 | +9.5% | |
| 2 | ADSK | 18.04% | 42,124 | $13M | $317.67 | $341K | — | — | |
| 3 | UNH | 16.55% | 35,553 | $12M | $345.30 | — | +35,553 | — | NEW |
| 4 | AMZN | 15.67% | 52,928 | $12M | $219.57 | $10K | — | — | |
| 5 | VEEV | 14.95% | 37,224 | $11M | $297.91 | $370K | — | — | |
| 6 | PHYS | 8.87% | 222,164 | $7M | $29.62 | $2M | +61,090 | +37.9% | |
| 7 | TEAM | 7.62% | 35,394 | $6M | $159.70 | -$5M | -16,998 | -32.4% | |
| 8 | DDOG | —% | — | — | — | -$11M | -83,094 | -100.0% | SOLD |
| 9 | GOOG | —% | — | — | — | -$9M | -51,273 | -100.0% | SOLD |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| UNH | $12M | 16.55% |