Whetstone Capital Advisors, LLC
Q2 2026 13F filing
Updated 27 days ago68 disclosed positions worth $380.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DAVE INC | $83.1M | 223.1K | 21.85% | — |
| 2 | N NET CLOUDFLARE INC | $71.8M | 292.9K | 18.88% | — |
| 3 | G GOOGN ALPHABET INC | $40.9M | 115.6K | 10.74% | — |
| 4 | A AMZN AMAZON COM INC | $16.5M | 69.3K | 4.34% | — |
| 5 | F FRMI FERMI INC | $12M | 1.31M | 3.16% | — |
| 6 | K KLAR KLARNA GROUP PLC | $10.3M | 508.6K | 2.71% | — |
| 7 | B BSQKZ BLOCK INC | $9.4M | 123.9K | 2.48% | — |
| 8 | T TOST TOAST INC | $9.4M | 336.9K | 2.46% | — |
| 9 | X XZO EXZEO GROUP INC | $9.1M | 541.5K | 2.40% | — |
| 10 | O OPRX OPTIMIZERX CORP | $8.6M | 1.51M | 2.27% | — |
| 11 | S SE SEA LTD | $8.2M | 85.5K | 2.15% | — |
| 12 | E ETOR ETORO GROUP LTD | $7.5M | 190.3K | 1.97% | — |
| 13 | B BETRW BETTER HOME & FINANCE HOLDIN | $7M | 254.0K | 1.84% | — |
| 14 | F FGRS FIGURE TECHNOLOGY SOLUTIO | $6.9M | 225.9K | 1.82% | — |
| 15 | C COIN COINBASE GLOBAL INC | $6.9M | 47.0K | 1.81% | — |
| 16 | P PHR PHREESIA INC | $6.5M | 629.8K | 1.70% | — |
| 17 | O ORCL-PD ORACLE CORP | $6.1M | 41.6K | 1.60% | — |
| 18 | S SERA SERA PROGNOSTICS INC | $6M | 3.31M | 1.58% | — |
| 19 | H HOOD ROBINHOOD MKTS INC | $5.5M | 54.8K | 1.44% | — |
| 20 | W WLTH WEALTHFRONT CORP | $5.4M | 604.2K | 1.42% | — |
| 21 | P PGYWW PAGAYA TECHNOLOGIES LTD | $5.4M | 295.7K | 1.42% | — |
| 22 | T TTAN SERVICETITAN INC | $3.3M | 46.3K | 0.86% | — |
| 23 | R RPAY REPAY HLDGS CORP | $3.2M | 764.7K | 0.84% | — |
| 24 | H HSTM HEALTH CATALYST INC | $3M | 1.51M | 0.79% | — |
| 25 | B BSY BENTLEY SYS INC | $2.9M | 98.2K | 0.77% | — |
| 26 | ? N/A PICS NV | $2.2M | 205.9K | 0.58% | — |
| 27 | P PCOR PROCORE TECHNOLOGIES INC | $2M | 49.0K | 0.52% | — |
| 28 | N NVDA NVIDIA CORPORATION | $1.9M | 9.7K | 0.51% | — |
| 29 | A AVGO BROADCOM INC | $1.7M | 4.4K | 0.44% | — |
| 30 | V VRTX VERTEX INC | $1.6M | 136.1K | 0.41% | — |
| 31 | ? N/A HEALTH IN TECH INC | $1.5M | 1.51M | 0.40% | — |
| 32 | K KSS KLAVIYO INC | $1.3M | 88.9K | 0.35% | — |
| 33 | M MRVL MARVELL TECHNOLOGY INC | $1.3M | 4.2K | 0.33% | — |
| 34 | M MPWR MONOLITHIC PWR SYS INC | $823K | 595 | 0.22% | — |
| 35 | A ASMLF ASML HLDG NV | $808K | 406 | 0.21% | — |
| 36 | A ABG ASANA INC | $736K | 105.1K | 0.19% | — |
| 37 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $716K | 1.5K | 0.19% | — |
| 38 | ? N/A BRAZE INC | $671K | 30.9K | 0.18% | — |
| 39 | G GOOGN ALPHABET INC | $399K | 1.1K | 0.10% | — |
| 40 | A AMKR AMKOR TECHNOLOGY INC | $397K | 4.6K | 0.10% | — |
| 41 | U UNH UNITEDHEALTH GROUP INC | $337K | 811 | 0.09% | — |
| 42 | H HSTM HEALTH CATALYST INC | $333K | 167.1K | 0.09% | — |
| 43 | O OUT OUTFRONT MEDIA INC | $306K | 9.3K | 0.08% | — |
| 44 | C CAMT CAMTEK LTD | $294K | 1.8K | 0.08% | — |
| 45 | C CLS CELESTICA INC | $281K | 771 | 0.07% | — |
| 46 | W WSO-B WATSCO INC | $278K | 668 | 0.07% | — |
| 47 | M MMM 3M CO | $277K | 1.7K | 0.07% | — |
| 48 | A APOS APOLLO GLOBAL MGMT INC | $277K | 2.3K | 0.07% | — |
| 49 | S SMG SCOTTS MIRACLE-GRO CO | $276K | 4.1K | 0.07% | — |
| 50 | K KVUE KENVUE INC | $274K | 14.3K | 0.07% | — |