StockDriftsStockDriftsTop 7 Oberndorf William E Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNH | UnitedHealth Group Inc | 18.03% | 35.6K | $9.6M | +0.00%(+0) | $328.63(+21.44%) | 2026-03-31 | |
| GWRE | Guidewire Software Inc | 17.31% | 61.8K | $9.2M | new | $175.28(-29.46%) | 2026-03-31 | |
| PHYS | Sprott Physical Gold Tr | 14.91% | 224.4K | $8.0M | -45.44%(-186.93K) | $28.11(+25.42%) | 2026-03-31 | |
| VEEV | Veeva Sys Inc | 14.87% | 45.2K | $7.9M | +51.72%(+15.39K) | $199.08(-21.51%) | 2026-03-31 | |
| AMZN | Amazon com Inc. | 14.07% | 36.0K | $7.5M | -31.92%(-16.90K) | $136.88(+95.23%) | 2026-03-31 | |
| ADSK | Autodesk Inc | 11.77% | 26.2K | $6.3M | -37.76%(-15.90K) | $269.23(-13.14%) | 2026-03-31 | |
| TEAM | Atlassian Corporation | 9.04% | 70.6K | $4.8M | +0.00%(+0) | $179.39(-54.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.08% | +81.96% |
| Top 20 Holdings Unweighted | +19.90% | +72.37% |
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