Fund HoldingsWhetstone Capital Advisors, LLC

Total Portfolio Value
$320.53M
Total Bought
$40.95M
Total Sold
$74.43M
Net Transaction
-$33.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
REPAY HLDGS CORP141,2272,728,627+2,587,4007399,9593.11%+9,221
ALPHABET INC(GOOG)130,373130,373031,75240,91112.76%+9,159
BLOCK INC(XYZ)0115,354+115,35407,5082.34%+7,508
DAVE INC(DAVE)276,747271,947-4,80055,17060,21218.79%+5,042
EXZEO GROUP INC(XZO)0184,753+184,75304,4801.40%+4,480
BLEND LABS INC01,171,079+1,171,07903,5601.11%+3,560
FIVERR INTL LTD0126,391+126,39102,4970.78%+2,497
SEZZLE INC(SEZL)21,67657,605+35,9291,7243,6561.14%+1,933
AMAZON COM INC(AMZN)93,24093,104-13620,47321,4906.70%+1,018
TRUECAR INC3,376,1403,074,241-301,8996,2126,9482.17%+736
THE REAL BROKERAGE INC0197,192+197,19207200.22%+720
THE BEACHBODY COMPANY INC399,567297,627-101,9402,3653,0830.96%+718
VIVID SEATS INC082,559+82,55905950.19%+595
GOLDEN MATRIX GROUP INC0413,402+413,40203310.10%+331
UNILEVER PLC(UL)03,508+3,50802290.07%+229
DOUBLEDOWN INTERACTIVE CO020,000+20,00001730.05%+173
ASANA INC(ASAN)381,716381,71605,1005,2331.63%+134
AMERICAN WELL CORP025,000+25,00001230.04%+123
KENVUE INC(KVUE)12,54413,463+9192042320.07%+29
BLACKSTONE INC(BX)1,2351,465+2302112260.07%+15
UNITEDHEALTH GROUP INC(UNH)637703+662202320.07%+12
LYONDELLBASELL INDUSTRIES N
SHS - A -
4,4785,241+7632202270.07%+7
CARLYLE GROUP INC(CG)3,3793,696+3172122180.07%+7
APOLLO GLOBAL MGMT INC(APO)1,6071,524-832142210.07%+6
CANADIAN NAT RES LTD(CNQ)7,3787,055-3232362390.07%+3
KKR REAL ESTATE FIN TR INC24,20926,609+2,4002182190.07%+1
OUTFRONT MEDIA INC(OUT)12,3839,433-2,9502272270.07%0
THE CIGNA GROUP(CI)790829+392282280.07%0
SANOFI SA(SNY)4,8914,754-1372312300.07%-0
SCOTTS MIRACLE-GRO CO(SMG)3,9613,841-1202262240.07%-1
PHILIP MORRIS INTL INC(PM)1,4221,428+62312290.07%-2
3M CO(MMM)1,4901,430-602312290.07%-2
BOOZ ALLEN HAMILTON HLDG2,3032,652+3492302240.07%-6
MEDTRONIC PLC(MDT)2,4482,336-1122332240.07%-9
RESTAURANT BRANDS INTL INC(QSR)3,6473,245-4022342210.07%-13
ALTRIA GROUP INC(MO)3,5923,893+3012372240.07%-13
GSK PLC(GSK)5,6964,693-1,0032462300.07%-16
JOHNSON & JOHNSON(JNJ)1,3161,098-2182442270.07%-17
PHILLIPS 66(PSX)1,7971,759-382442270.07%-17
WATSCO INC(WSO)592656+642392210.07%-18
NEXTERA ENERGY INC(NEE)3,2712,847-4242472290.07%-18
VAIL RESORTS INC(MTN)1,5681,526-422352030.06%-32
ALPHABET INC(GOOG)1,7611,209-5524283780.12%-50
LIFEMD INC370,784703,053+332,2692,5182,3970.75%-120
OPEN LENDING CORP4,488,7416,014,667+1,525,9269,4719,3232.91%-149
THRYV HLDGS INC16,4750-16,4751990-199
UNILEVER PLC(UL)3,7710-3,7712240-224
OPERA LTD(OPRA)181,942245,459+63,5173,7553,4761.08%-280
TOAST INC(TOST)334,963336,049+1,08612,22911,9333.72%-296
NETSKOPE INC(NTSK)17,0000-17,0003860-386
REMITLY GLOBAL INC(RELY)520,090579,311+59,2218,4777,9942.49%-483
SERA PROGNOSTICS INC3,632,3713,459,713-172,65811,11510,2063.18%-909
PRIORITY TECHNOLOGY HLDGS IN157,5660-157,5661,0820-1,082
HEALTH CATALYST INC3,731,3503,750,377+19,02710,6348,9632.80%-1,671
ONESTREAM INC
CL A
112,3070-112,3072,0700-2,070
KATAPULT HOLDINGS INC221,8280-221,8282,6530-2,653
VERTEX INC(VERX)113,5050-113,5052,8140-2,814
PROG HOLDINGS INC(PRG)267,641182,672-84,9698,6615,3871.68%-3,274
VIANT TECHNOLOGY INC(DSP)585,5770-585,5775,0540-5,054
DRAFTKINGS INC NEW(DKNG)159,5160-159,5165,9660-5,966
BACKBLAZE INC(BLZE)1,460,7921,520,055+59,26313,5567,0832.21%-6,473
GITLAB INC(GTLB)192,5320-192,5328,6790-8,679
CLOUDFLARE INC(NET)311,185293,031-18,15466,77757,77118.02%-9,006
PROS HOLDINGS INC396,1600-396,1609,0760-9,076
OPTIMIZERX CORP1,508,3031,508,303030,92018,4925.77%-12,428
MONDAY COM LTD
SHS
79,1720-79,17215,3350-15,335
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