Oberndorf William E Buys Smartsheet Inc, Amazon.com Inc, Sells Instructure Inc, MongoDB Inc

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May 14, 2020
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San Francisco, CA, based Investment company Oberndorf William E (Current Portfolio) buys Smartsheet Inc, Amazon.com Inc, sells Instructure Inc, MongoDB Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Oberndorf William E. As of 2020Q1, Oberndorf William E owns 6 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of OBERNDORF WILLIAM E's stock buys and sells, go to https://www.gurufocus.com/guru/oberndorf+william+e/current-portfolio/portfolio

These are the top 5 holdings of OBERNDORF WILLIAM E
  1. AppFolio Inc (APPF) - 943,835 shares, 74.95% of the total portfolio. Shares reduced by 1.95%
  2. Twilio Inc (TWLO) - 127,774 shares, 8.18% of the total portfolio.
  3. Smartsheet Inc (SMAR) - 167,745 shares, 4.98% of the total portfolio. New Position
  4. Amazon.com Inc (AMZN) - 3,250 shares, 4.54% of the total portfolio. New Position
  5. Herbalife Nutrition Ltd (HLF) - 195,922 shares, 4.09% of the total portfolio.
New Purchase: Smartsheet Inc (SMAR)

Oberndorf William E initiated holding in Smartsheet Inc. The purchase prices were between $32.05 and $51.77, with an estimated average price of $45.45. The stock is now traded at around $52.10. The impact to a portfolio due to this purchase was 4.98%. The holding were 167,745 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Oberndorf William E initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2388.85. The impact to a portfolio due to this purchase was 4.54%. The holding were 3,250 shares as of .

Sold Out: Instructure Inc (INST)

Oberndorf William E sold out a holding in Instructure Inc. The sale prices were between $45.96 and $49, with an estimated average price of $48.21.

Sold Out: MongoDB Inc (MDB)

Oberndorf William E sold out a holding in MongoDB Inc. The sale prices were between $98.97 and $180.09, with an estimated average price of $147.81.



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