§ 13F · FUND PROFILE
Whetstone Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $361M (13F)Positions · 56Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NET | CLOUDFLARE INC | 293K | $60M | 21.0% | +34% |
| 2 | DAVE | DAVE INC | 224K | $39M | 13.5% | −18% |
| 3 | GOOG | ALPHABET INC | 119K | $34M | 11.8% | −9% |
| 4 | NET | CLOUDFLARE INC | 100K | $21M | 7.2% | — |
| 5 | AMZN | AMAZON COM INC | 93K | $19M | 6.7% | ±0% |
| 6 | OPRX | OPTIMIZERX CORP | 1.51M | $9M | 3.3% | ±0% |
| 7 | TOST | TOAST INC | 336K | $9M | 3.1% | ±0% |
| 8 | PHR | PHREESIA INC | 954K | $8M | 2.8% | NEW |
| 9 | XYZ | BLOCK INC | 124K | $7M | 2.6% | +7% |
| 10 | RPAY | REPAY HLDGS CORP | 2.69M | $7M | 2.4% | −1% |
§ 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 $361 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed