Universe · entity
Whetstone Capital Advisors, LLC
Institutional manager (13F) · CIK 1607278
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $265M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CLOUDFLARE INC | $60M | 293,031 |
| 2 | DAVE INC | $39M | 224,155 |
| 3 | ALPHABET INC | $34M | 118,630 |
| 4 | AMAZON COM INC | $19M | 93,104 |
| 5 | OPTIMIZERX CORP | $9M | 1,508,303 |
| 6 | TOAST INC | $9M | 336,049 |
| 7 | PHREESIA INC | $8M | 953,928 |
| 8 | BLOCK INC | $7M | 123,825 |
| 9 | REPAY HLDGS CORP | $7M | 2,690,639 |
| 10 | SERA PROGNOSTICS INC | $7M | 3,306,889 |
| 11 | KLARNA GROUP PLC | $7M | 509,939 |
| 12 | EXZEO GROUP INC | $6M | 411,353 |
| 13 | HEALTH CATALYST INC | $5M | 4,268,141 |
| 14 | BACKBLAZE INC | $5M | 1,520,055 |
| 15 | WEALTHFRONT CORP | $5M | 546,407 |
| 16 | OPEN LENDING CORP | $5M | 3,799,105 |
| 17 | COINBASE GLOBAL INC | $4M | 25,260 |
| 18 | ETORO GROUP LTD | $4M | 139,087 |
| 19 | THE REAL BROKERAGE INC | $4M | 1,650,593 |
| 20 | ROBINHOOD MKTS INC | $3M | 50,336 |
| 21 | PAGAYA TECHNOLOGIES LTD | $3M | 296,038 |
| 22 | ASANA INC | $2M | 381,716 |
| 23 | LIFEMD INC | $1M | 360,250 |
| 24 | THE BEACHBODY COMPANY INC | $1M | 102,172 |
| 25 | MERIDIAN HOLDINGS INC | $457k | 63,319 |
| 26 | ALPHABET INC | $348k | 1,209 |
| 27 | LYONDELLBASELL INDUSTRIES NV | $286k | 3,547 |
| 28 | SANOFI SA | $278k | 5,774 |
| 29 | PHILLIPS 66 | $268k | 1,469 |
| 30 | GSK PLC | $263k | 4,760 |
| 31 | BLACKSTONE INC | $263k | 2,284 |
| 32 | JOHNSON & JOHNSON | $262k | 1,070 |
| 33 | APOLLO GLOBAL MGMT INC | $261k | 2,339 |
| 34 | BOOZ ALLEN HAMILTON HLDG COR | $258k | 3,307 |
| 35 | CARLYLE GROUP INC | $257k | 5,312 |
| 36 | THE CIGNA GROUP | $257k | 963 |
| 37 | NEXTERA ENERGY INC | $255k | 2,746 |
| 38 | BLUE OWL CAPITAL INC | $255k | 27,880 |
| 39 | BROOKFIELD ASSET MANAGMT LTD | $254k | 5,721 |
| 40 | CANADIAN NAT RES LTD MED TER | $253k | 5,201 |
| 41 | RESTAURANT BRANDS INTL INC | $250k | 3,383 |
| 42 | ALTRIA GROUP INC | $250k | 3,787 |
| 43 | MEDTRONIC PLC | $249k | 2,874 |
| 44 | 3M CO | $249k | 1,712 |
| 45 | OUTFRONT MEDIA INC | $248k | 9,347 |
| 46 | KENVUE INC | $247k | 14,327 |
| 47 | SCOTTS MIRACLE-GRO CO | $247k | 4,056 |
| 48 | WATSCO INC | $243k | 668 |
| 49 | PHILIP MORRIS INTL INC | $242k | 1,461 |
| 50 | UNITEDHEALTH GROUP INC | $240k | 888 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.