§ 13F · FUND PROFILE
Whetstone Capital Advisors, LLC.
AUM · $380M (13F)Positions · 68Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$64M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DAVE | DAVE INC | 223K | $83M | 21.8% | ±0% |
| 2 | NET | CLOUDFLARE INC | 293K | $72M | 18.9% | −25% |
| 3 | GOOG | ALPHABET INC | 116K | $41M | 10.7% | −3% |
| 4 | AMZN | AMAZON COM INC | 69K | $17M | 4.3% | −26% |
| 5 | FRMI | FERMI INC | 1.31M | $12M | 3.2% | NEW |
| 6 | KLAR | KLARNA GROUP PLC | 509K | $10M | 2.7% | ±0% |
| 7 | XYZ | BLOCK INC | 124K | $9M | 2.5% | ±0% |
| 8 | TOST | TOAST INC | 337K | $9M | 2.5% | ±0% |
| 9 | XZO | EXZEO GROUP INC | 542K | $9M | 2.4% | +32% |
| 10 | OPRX | OPTIMIZERX CORP | 1.51M | $9M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHETSTONE SIGNAL
AC read
Whetstone Capital Advisors, LLC is a Other fund managing $380 million in assets. The fund runs a portfolio of 68 positions.
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