FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.77%
FTSE10,321.09-0.56%
IXIC24,880.660.18%
RUT2,785.27-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001607278

Whetstone Capital Advisors, LLC

SHAWNEE MISSION, KS · File #028-16139

Latest AUM
$320.5M
Positions
54
Top-10 Concentration
77.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDMONDAY COM LTDM7S64H106-79,172-$15.3M$0
ADDREPAY HLDGS CORPRPAY+2,587,400+$9.4M-$223,138
EXITEDPROS HOLDINGS INC74346Y103-396,160-$9.1M$0
EXITEDGITLAB INC37637K108-192,532-$8.7M$0
NEWBLOCK INCBSQKZ+115,354+$7.5M$0
EXITEDDRAFTKINGS INC NEW26142V105-159,516-$6.0M$0
EXITEDVIANT TECHNOLOGY INC92557A101-585,577-$5.1M$0
NEWEXZEO GROUP INCXZO+184,753+$4.5M$0
REDUCECLOUDFLARE INCNET-18,154-$3.6M-$5.4M
NEWBLEND LABS INCBLND+1,171,079+$3.6M$0

Sector Allocation

Technology
32.3%$103.5M
Healthcare
12.0%$38.5M
Financials
5.5%$17.7M
Industrials
1.8%$5.8M
Materials
0.1%$451,057
Consumer Staples
0.1%$456,707
Real Estate
0.1%$227,335
Energy
0.1%$226,981

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DAVE INC23834J201271,947$60.2M18.83%
2CLOUDFLARE INCNET293,031$57.8M18.06%
3ALPHABET INCGOOG130,373$40.9M12.79%
4AMAZON COM INCAMZN93,104$21.5M6.72%
5OPTIMIZERX CORPOPRX1,508,303$18.5M5.78%
6TOAST INCTOST336,049$11.9M3.73%
7SERA PROGNOSTICS INCSERA3,459,713$10.2M3.19%
8REPAY HLDGS CORPRPAY2,728,627$10.0M3.11%
9OPEN LENDING CORPLPRO6,014,667$9.3M2.92%
10HEALTH CATALYST INCHCAT3,750,377$9.0M2.80%
11REMITLY GLOBAL INCRELY579,311$8.0M2.50%
12BLOCK INCBSQKZ115,354$7.5M2.35%
13BACKBLAZE INCBLZE1,520,055$7.1M2.21%
14TRUECAR INC89785L1073,074,241$6.9M2.17%
15PROG HOLDINGS INCPRG182,672$5.4M1.68%
16ASANA INCASAN381,716$5.2M1.64%
17EXZEO GROUP INCXZO184,753$4.5M1.40%
18SEZZLE INCSEZL57,605$3.7M1.14%
19BLEND LABS INCBLND1,171,079$3.6M1.11%
20OPERA LTDOPRA245,459$3.5M1.09%