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Whetstone Capital Advisors, LLC

All holdings · as of Dec 31, 2025

54 positions

CompanyClassValueShares% of portfolio
Dave Inc./DE—$60.21M271,94718.8%
Cloudflare, Inc.—$57.77M293,03118.0%
Alphabet Inc.—$40.91M130,37312.8%
Amazon.com Inc—$21.49M93,1046.7%
OptimizeRx Corp—$18.49M1,508,3035.8%
Toast, Inc.—$11.93M336,0493.7%
SERA PROGNOSTICS, INC.SERACommon Stock$10.21M3,459,7133.2%
Repay Holdings Corp—$9.96M2,728,6273.1%
OPEN LENDING CORP—$9.32M6,014,6672.9%
Health Catalyst, Inc.—$8.96M3,750,3772.8%
Remitly Global, Inc.—$7.99M579,3112.5%
Block, Inc.—$7.51M115,3542.3%
Backblaze, Inc.—$7.08M1,520,0552.2%
TRUECAR INC—$6.95M3,074,2412.2%
PROG Holdings, Inc.—$5.39M182,6721.7%
Asana, Inc.—$5.23M381,7161.6%
Exzeo Group, Inc.XZOCommon Stock$4.48M184,7531.4%
SEZZLE INCSEZLCommon Stock$3.66M57,6051.1%
Blend Labs, Inc.—$3.56M1,171,0791.1%
Opera LtdOPRAADR$3.48M245,4591.1%
Beachbody Company, Inc.BODICommon Stock$3.08M297,6271.0%
Fiverr International Ltd—$2.50M126,3910.8%
LIFEMD INC—$2.40M703,0530.7%
Real Brokerage Inc—$719.8K197,1920.2%
Vivid Seats Inc.SEATCommon Stock$595.3K82,5590.2%
Alphabet Inc.—$378.4K1,2090.1%
GOLDEN MATRIX GROUP INC—$331.1K413,4020.1%
CANADIAN NAT RES LTD—$238.8K7,0550.1%
Kenvue Inc.—$232.2K13,4630.1%
UNITEDHEALTH GROUP INC—$232.1K7030.1%
SANOFI—$230.4K4,7540.1%
GSK PLC—$230.1K4,6930.1%
UNILEVER PLC—$229.4K3,5080.1%
Philip Morris International Inc.—$229.1K1,4280.1%
3M CO—$228.9K1,4300.1%
NEXTERA ENERGY INC—$228.6K2,8470.1%
Cigna Group—$228.2K8290.1%
OUTFRONT Media Inc.OUTREIT$227.3K9,4330.1%
JOHNSON & JOHNSON—$227.2K1,0980.1%
Phillips 66—$227.0K1,7590.1%
LyondellBasell Industries N.V.—$226.9K5,2410.1%
Blackstone Inc—$225.8K1,4650.1%
ALTRIA GROUP, INC.—$224.5K3,8930.1%
Medtronic plc—$224.4K2,3360.1%
SCOTTS MIRACLE-GRO CO—$224.1K3,8410.1%
Booz Allen Hamilton Holding Corp—$223.7K2,6520.1%
Restaurant Brands International Inc.QSRCommon Stock$221.4K3,2450.1%
Watsco, Inc.—$221.0K6560.1%
Apollo Global Management, Inc.—$220.6K1,5240.1%
KKR Real Estate Finance Trust Inc.—$218.7K26,6090.1%
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