What Whetstone Capital Advisors, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1607278 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 292.9K |
| −0.1% |
| $71.8M |
| 18.9% |
GOOGAlphabet Inc. | 115.6K | −2.5% | $40.9M | 10.7% |
AMZNAmazon Com Inc | 69.3K | −25.6% | $16.5M | 4.3% |
FRMIFermi Inc. | 1.3M | New | $12M | 3.2% |
KLARKlarna Group plc | 508.6K | −0.3% | $10.3M | 2.7% |
XYZBlock, Inc. | 123.9K | +0.1% | $9.4M | 2.5% |
TOSTToast, Inc. | 336.9K | +0.2% | $9.4M | 2.5% |
XZOExzeo Group, Inc. | 541.5K | +31.6% | $9.1M | 2.4% |
OPRXOptimizeRx Corp | 1.5M | ±0% | $8.6M | 2.3% |
SESea Ltd | 85.5K | New | $8.2M | 2.2% |
ETOReToro Group Ltd. | 190.3K | +36.8% | $7.5M | 2% |
BETRBetter Home & Finance Holding Co | 254K | New | $7M | 1.8% |
FIGRFigure Technology Solutions, Inc. | 225.9K | New | $6.9M | 1.8% |
COINCoinbase Global, Inc. | 47K | +86.3% | $6.9M | 1.8% |
PHRPhreesia, Inc. | 629.8K | −34.0% | $6.5M | 1.7% |
ORCLOracle Corp | 41.6K | New | $6.1M | 1.6% |
SERASera Prognostics, Inc. | 3.3M | ±0% | $6M | 1.6% |
HOODRobinhood Markets, Inc. | 54.8K | +8.8% | $5.5M | 1.4% |
WLTHWealthfront Corp | 604.2K | +10.6% | $5.4M | 1.4% |
PGYPagaya Technologies Ltd. | 295.7K | −0.1% | $5.4M | 1.4% |
TTANServiceTitan, Inc. | 46.3K | New | $3.3M | 0.9% |
RPAYRepay Holdings Corp | 764.7K | −71.6% | $3.2M | 0.8% |
| 1.5M | ±0% | $3M | 0.8% |
BSYBentley Systems Inc | 98.2K | New | $2.9M | 0.8% |
PICSPicS N.V. | 205.9K | New | $2.2M | 0.6% |
PCORProcore Technologies, Inc. | 49K | New | $2M | 0.5% |
NVDANVIDIA Corp | 9.7K | New | $1.9M | 0.5% |
AVGOBroadcom Inc. | 4.4K | New | $1.7M | 0.4% |
VERXVertex, Inc. | 136.1K | New | $1.6M | 0.4% |
HITHealth In Tech, Inc. | 1.5M | New | $1.5M | 0.4% |
KVYOKlaviyo, Inc. | 88.9K | New | $1.3M | 0.4% |
MRVLMarvell Technology, Inc. | 4.2K | New | $1.3M | 0.3% |
MPWRMonolithic Power Systems, Inc. | 595 | New | $822.5K | 0.2% |
ASMLASML Holding NV | 406 | New | $807.7K | 0.2% |
ASANAsana, Inc. | 105.1K | −72.5% | $735.7K | 0.2% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.5K | New | $716.4K | 0.2% |
BRZEBraze, Inc. | 30.9K | New | $670.8K | 0.2% |
GOOGLAlphabet Inc. | 1.1K | −7.7% | $398.8K | 0.1% |
AMKRAmkor Technology, Inc. | 4.6K | New | $396.7K | 0.1% |
UNHUnitedHealth Group Inc | 811 | −8.7% | $337.1K | 0.1% |
HCATHealth Catalyst, Inc. | 167.1K | −96.1% | $332.5K | 0.1% |
OUTOUTFRONT Media Inc. | 9.3K | ±0% | $306.2K | 0.1% |
CAMTCamtek Ltd | 1.8K | New | $293.6K | 0.1% |
CLSCelestica Inc | 771 | New | $281.3K | 0.1% |
WSOWatsco Inc | 668 | ±0% | $278.4K | 0.1% |
MMM3M Co | 1.7K | ±0% | $277.2K | 0.1% |
APOApollo Global Management, Inc. | 2.3K | ±0% | $276.7K | 0.1% |
SMGScotts Miracle-Gro Co | 4.1K | ±0% | $276.3K | 0.1% |
KVUEKenvue Inc. | 14.3K | ±0% | $273.8K | 0.1% |
MOAltria Group, Inc. | 3.8K | ±0% | $272.5K | 0.1% |
JNJJohnson & Johnson | 1.1K | ±0% | $271.7K | 0.1% |
BXBlackstone Inc. | 2.3K | ±0% | $268.8K | 0.1% |
ULUnilever PLC | 4.4K | +14.2% | $267.2K | 0.1% |
PMPhilip Morris International Inc. | 1.5K | ±0% | $264.3K | 0.1% |
KREFKKR Real Estate Finance Trust Inc. | 38.1K | ±0% | $260.7K | 0.1% |
BAMBrookfield Asset Management Ltd. | 5.7K | ±0% | $256.6K | 0.1% |
GSKGSK plc | 4.8K | ±0% | $249.5K | 0.1% |
PSXPhillips 66 | 1.5K | ±0% | $248.3K | 0.1% |
CICigna Group | 899 | −6.6% | $247.8K | 0.1% |
QSRRestaurant Brands International Inc. | 3.4K | ±0% | $245.3K | 0.1% |
OWLBlue OWL Capital Inc. | 27.9K | ±0% | $244K | 0.1% |
MTNVail Resorts Inc | 1.8K | ±0% | $241.9K | 0.1% |
NEENextEra Energy Inc | 2.7K | ±0% | $241K | 0.1% |
SNYSanofi | 5.3K | −7.7% | $227.3K | 0.1% |
MDTMedtronic plc | 2.9K | ±0% | $224.8K | 0.1% |
CGCarlyle Group Inc. | 5.3K | ±0% | $223.7K | 0.1% |
CNQCANADIAN NATURAL RESOURCES Ltd | 5.2K | ±0% | $205.4K | 0.1% |
