Fund Holdings — Whetstone Capital Advisors, LLC

Total Portfolio Value
$361.11M
Total Bought
$48.28M
Total Sold
$38.63M
Net Transaction
+$9.66M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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OPTIMIZERX CORP(OPRX)1,508,3031,508,303020,36230,9208.56%+10,558
PROG HOLDINGS INC(PRG)0267,641+267,64108,6612.40%+8,661
ALPHABET INC(GOOG)130,373130,373023,12731,7528.79%+8,625
REMITLY GLOBAL INC(RELY)0520,090+520,09008,4772.35%+8,477
BACKBLAZE INC(BLZE)1,194,8791,460,792+265,9136,57213,5563.75%+6,984
CLOUDFLARE INC(NET)315,685311,185-4,50061,82166,77718.49%+4,957
TRUECAR INC985,2323,376,140+2,390,9081,8726,2121.72%+4,340
PROS HOLDINGS INC396,160396,16006,2049,0762.51%+2,872
VERTEX INC(VERX)0113,505+113,50502,8140.78%+2,814
LIFEMD INC(LFMD)0370,784+370,78402,5180.70%+2,518
ONESTREAM INC
CL A
0112,307+112,30702,0700.57%+2,070
SEZZLE INC(SEZL)021,676+21,67601,7240.48%+1,724
KATAPULT HOLDINGS INC(KPLT)151,245221,828+70,5831,2112,6530.73%+1,442
PRIORITY TECHNOLOGY HLDGS IN(PRTH)0157,566+157,56601,0820.30%+1,082
SERA PROGNOSTICS INC(SERA)3,632,3713,632,371010,06211,1153.08%+1,053
OPEN LENDING CORP4,371,7044,488,741+117,0378,4819,4712.62%+990
THE BEACHBODY COMPANY INC354,467399,567+45,1001,4602,3650.66%+905
REPAY HLDGS CORP(RPAY)0141,227+141,22707390.20%+739
NETSKOPE INC(NTSK)017,000+17,00003860.11%+386
NEXTERA ENERGY INC(NEE)03,271+3,27102470.07%+247
GSK PLC(GSK)05,696+5,69602460.07%+246
PHILLIPS 66(PSX)01,797+1,79702440.07%+244
JOHNSON & JOHNSON(JNJ)01,316+1,31602440.07%+244
WATSCO INC(WSO)0592+59202390.07%+239
ALTRIA GROUP INC(MO)03,592+3,59202370.07%+237
CANADIAN NAT RES LTD(CNQ)07,378+7,37802360.07%+236
VAIL RESORTS INC(MTN)01,568+1,56802350.06%+235
RESTAURANT BRANDS INTL INC(QSR)03,647+3,64702340.06%+234
MEDTRONIC PLC(MDT)02,448+2,44802330.06%+233
3M CO(MMM)01,490+1,49002310.06%+231
SANOFI SA(SNY)04,891+4,89102310.06%+231
PHILIP MORRIS INTL INC(PM)01,422+1,42202310.06%+231
BOOZ ALLEN HAMILTON HLDG COR02,303+2,30302300.06%+230
THE CIGNA GROUP(CI)0790+79002280.06%+228
SCOTTS MIRACLE-GRO CO(SMG)03,961+3,96102260.06%+226
UNILEVER PLC(UL)03,771+3,77102240.06%+224
UNITEDHEALTH GROUP INC(UNH)0637+63702200.06%+220
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,478+4,47802200.06%+220
APOLLO GLOBAL MGMT INC(APO)01,607+1,60702140.06%+214
BLACKSTONE INC(BX)01,235+1,23502110.06%+211
KENVUE INC(KVUE)012,544+12,54402040.06%+204
ALPHABET INC(GOOG)1,7611,76103104280.12%+118
KKR REAL ESTATE FIN TR INC(KREF)20,39624,209+3,8131792180.06%+39
OUTFRONT MEDIA INC(OUT)11,56712,383+8161892270.06%+38
AMAZON COM INC(AMZN)93,24093,240020,45620,4735.67%+17
CARLYLE GROUP INC(CG)4,0933,379-7142102120.06%+1
GITLAB INC(GTLB)192,532192,53208,6858,6792.40%-6
VIANT TECHNOLOGY INC(DSP)382,859585,577+202,7185,0655,0541.40%-12
ASANA INC(ASAN)381,716381,71605,1535,1001.41%-53
FERGUSON ENTERPRISES INC(FERG)1,0170-1,0172210—-221
UNISYS CORP(UIS)72,4040-72,4043280—-328
CS DISCO INC(LAW)79,5670-79,5673480—-348
CBIZ INC(CBZ)11,3850-11,3858160—-816
DRAFTKINGS INC NEW(DKNG)159,516159,51606,8425,9661.65%-876
ETORO GROUP LTD(ETOR)34,5620-34,5622,3010—-2,301
TOAST INC(TOST)334,963334,963014,83612,2293.39%-2,606
OPERA LTD(OPRA)370,472181,942-188,5307,0023,7551.04%-3,247
HEALTH CATALYST INC(HCAT)3,731,3503,731,350014,06710,6342.94%-3,433
ZETA GLOBAL HOLDINGS CORP(ZETA)416,8670-416,8676,4570—-6,457
FRESHWORKS INC(FRSH)492,2340-492,2347,3390—-7,339
MONDAY COM LTD
SHS
79,17279,172024,89815,3354.25%-9,563
THRYV HLDGS INC(THRY)1,053,46816,475-1,036,99312,8101990.06%-12,611
DAVE INC(DAVE)276,747276,747074,28255,17015.28%-19,112
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Whetstone Capital Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail