Fund HoldingsWhetstone Capital Advisors, LLC

Total Portfolio Value
$380.41M
Total Bought
$77.62M
Total Sold
$121.27M
Net Transaction
-$43.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DAVE INC(DAVE)224,155223,078-1,07739,02383,11721.85%+44,093
FERMI INC(FRMI)01,311,002+1,311,002012,0093.16%+12,009
CLOUDFLARE INC(NET)293,031292,861-17060,46471,83318.88%+11,369
SEA LTD(SE)085,475+85,47508,1912.15%+8,191
BETTER HOME & FINANCE HOLDIN0253,987+253,98706,9851.84%+6,985
FIGURE TECHNOLOGY SOLUTIO(FGRS)0225,948+225,94806,9391.82%+6,939
ALPHABET INC(GOOG)118,630115,630-3,00034,03040,85610.74%+6,825
ORACLE CORP(ORCL)041,598+41,59806,0961.60%+6,096
KLARNA GROUP PLC(KLAR)509,939508,644-1,2956,67510,2952.71%+3,620
ETORO GROUP LTD(ETOR)139,087190,284+51,1974,1777,5111.97%+3,334
SERVICETITAN INC(TTAN)046,323+46,32303,2750.86%+3,275
EXZEO GROUP INC(XZO)411,353541,544+130,1916,0359,1362.40%+3,101
BENTLEY SYS INC(BSY)098,200+98,20002,9350.77%+2,935
COINBASE GLOBAL INC(COIN)25,26047,048+21,7884,4116,8781.81%+2,467
PICS NV(PICS)0205,948+205,94802,1890.58%+2,189
ROBINHOOD MKTS INC(HOOD)50,33654,755+4,4193,4885,4911.44%+2,003
PROCORE TECHNOLOGIES INC(PCOR)049,001+49,00101,9900.52%+1,990
BLOCK INC(XYZ)123,825123,945+1207,4529,4202.48%+1,968
PAGAYA TECHNOLOGIES LTD(PGY)296,038295,665-3733,4495,3961.42%+1,947
NVIDIA CORPORATION(NVDA)09,710+9,71001,9430.51%+1,943
BROADCOM INC(AVGO)04,395+4,39501,6600.44%+1,660
VERTEX INC(VERX)0136,118+136,11801,5630.41%+1,563
HEALTH IN TECH INC01,509,766+1,509,76601,5250.40%+1,525
KLAVIYO INC(KVYO)088,946+88,94601,3430.35%+1,343
MARVELL TECHNOLOGY INC(MRVL)04,238+4,23801,2620.33%+1,262
HEALTH CATALYST INC(Call)1,515,0001,515,00001,9243,015+1,091
MONOLITHIC PWR SYS INC(MPWR)0595+59508230.22%+823
ASML HLDG NV
N Y REGISTRY SHS
0406+40608080.21%+808
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,500+1,50007160.19%+716
BRAZE INC(BRZE)030,927+30,92706710.18%+671
TOAST INC(TOST)336,049336,853+8048,9099,3712.46%+463
AMKOR TECHNOLOGY INC04,600+4,60003970.10%+397
WEALTHFRONT CORP(WLTH)546,407604,160+57,7535,0545,4011.42%+347
CAMTEK LTD(CAMT)01,800+1,80002940.08%+294
CELESTICA INC(CLS)0771+77102810.07%+281
UNITEDHEALTH GROUP INC(UNH)888811-772403370.09%+97
OUTFRONT MEDIA INC(OUT)9,3479,34702483060.08%+59
ALPHABET INC(GOOG)1,2091,116-933483990.10%+51
UNILEVER PLC(UL)3,8934,444+5512222670.07%+45
WATSCO INC(WSO)66866802432780.07%+35
SCOTTS MIRACLE-GRO CO(SMG)4,0564,05602472760.07%+30
3M CO(MMM)1,7121,71202492770.07%+29
KKR REAL ESTATE FIN TR INC38,10838,10802332610.07%+27
KENVUE INC(KVUE)14,32714,32702472740.07%+27
PHILIP MORRIS INTL INC(PM)1,4611,46102422640.07%+23
ALTRIA GROUP INC(MO)3,7873,78702502720.07%+23
APOLLO GLOBAL MGMT INC(APO)2,3392,33902612770.07%+16
VAIL RESORTS INC(MTN)1,7771,77702282420.06%+14
JOHNSON & JOHNSON(JNJ)1,0701,07002622720.07%+10
BLACKSTONE INC(BX)2,2842,28402632690.07%+6
BROOKFIELD ASSET MANAGMT LTD(BAM)5,7215,72102542570.07%+2
RESTAURANT BRANDS INTL INC(QSR)3,3833,38302502450.06%-5
THE CIGNA GROUP(CI)963899-642572480.07%-9
BLUE OWL CAPITAL INC(OBDC)27,88027,88002552440.06%-11
GSK PLC(GSK)4,7604,76002632500.07%-13
NEXTERA ENERGY INC(NEE)2,7462,74602552410.06%-14
PHILLIPS 66(PSX)1,4691,46902682480.07%-19
MEDTRONIC PLC(MDT)2,8742,87402492250.06%-24
CARLYLE GROUP INC(CG)5,3125,31202572240.06%-33
CANADIAN NAT RES LTD MED TER(CNQ)5,2015,20102532050.05%-48
SANOFI SA(SNY)5,7745,329-4452782270.06%-51
BLEND LABS INC38,8890-38,889660-66
BOOZ ALLEN HAMILTON HLDG COR3,3070-3,3072580-258
LYONDELLBASELL INDUSTRIES NV
SHS - A -
3,5470-3,5472860-286
MERIDIAN HOLDINGS INC63,3190-63,3194570-457
SERA PROGNOSTICS INC3,306,8893,306,88906,7136,0191.58%-694
OPTIMIZERX CORP1,508,3031,508,30309,4728,6272.27%-845
THE BEACHBODY COMPANY INC102,1720-102,1721,1100-1,110
LIFEMD INC360,2500-360,2501,3010-1,301
PHREESIA INC953,928629,752-324,1767,9946,4801.70%-1,514
ASANA INC(ASAN)381,716105,100-276,6162,4437360.19%-1,707
AMAZON COM INC(AMZN)93,10469,271-23,83319,39116,5104.34%-2,881
REPAY HLDGS CORP2,690,639764,673-1,925,9666,9963,2120.84%-3,784
THE REAL BROKERAGE INC1,650,5930-1,650,5934,1260-4,126
OPEN LENDING CORP3,799,1050-3,799,1054,7490-4,749
HEALTH CATALYST INC4,268,141167,097-4,101,0445,4213330.09%-5,088
BACKBLAZE INC(BLZE)1,520,0550-1,520,0555,2440-5,244
CLOUDFLARE INC(NET)(Put)100,0000-100,00020,6340-20,634
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