Institutions / Whetstone Capital Advisors, LLC
Whetstone Capital Advisors, LLC
CIK 1607278 · Institution · as of Dec 31, 2025
Portfolio value
$320.53M
Positions
54
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Dave Inc./DE | $60.21M | 18.8% |
| Cloudflare, Inc. | $57.77M | 18.0% |
| Alphabet Inc. | $40.91M | 12.8% |
| Amazon.com Inc | $21.49M | 6.7% |
| OptimizeRx Corp | $18.49M | 5.8% |
| Toast, Inc. | $11.93M | 3.7% |
| Sera Prognostics, Inc.SERA | $10.21M | 3.2% |
| Repay Holdings Corp | $9.96M | 3.1% |
| Open Lending Corp | $9.32M | 2.9% |
| Health Catalyst, Inc. | $8.96M | 2.8% |
| Remitly Global, Inc. | $7.99M | 2.5% |
| Block, Inc. | $7.51M | 2.3% |
| Backblaze, Inc. | $7.08M | 2.2% |
| Truecar Inc | $6.95M | 2.2% |
| PROG Holdings, Inc. | $5.39M | 1.7% |
| Asana, Inc. | $5.23M | 1.6% |
| Exzeo Group, Inc.XZO | $4.48M | 1.4% |
| Sezzle IncSEZL | $3.66M | 1.1% |
| Blend Labs, Inc. | $3.56M | 1.1% |
| Opera LtdOPRA | $3.48M | 1.1% |
| Beachbody Company, Inc.BODI | $3.08M | 1.0% |
| Fiverr International Ltd | $2.50M | 0.8% |
| Lifemd Inc | $2.40M | 0.7% |
| Real Brokerage Inc | $719.8K | 0.2% |
| Vivid Seats Inc.SEAT | $595.3K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.