Whetstone Capital Advisors, LLC
Top Portfolio Positions
53 positions ·
$254,338,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NET |
Cloudflare, Inc.
Technology
|
393,031 | $81,098,016 | 31.89% | |
| DAVE |
Dave Inc./DE
Technology
|
224,155 | $39,023,143 | 15.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
93,104 | $19,390,770 | 7.62% | |
| OPRX |
OptimizeRx Corp
Healthcare
|
1,508,303 | $9,472,142 | 3.72% | |
| TOST |
Toast, Inc.
Technology
|
336,049 | $8,908,658 | 3.50% | |
| PHR |
Phreesia, Inc.
Healthcare
|
953,928 | $7,993,916 | 3.14% | |
| XYZ |
Block, Inc.
Technology
|
123,825 | $7,451,788 | 2.93% | |
| HCAT |
Health Catalyst, Inc.
Healthcare
|
5,783,141 | $7,344,589 | 2.89% | |
| RPAY |
Repay Holdings Corp
Technology
|
2,690,639 | $6,995,661 | 2.75% | |
| SERA |
Sera Prognostics, Inc.
Healthcare
|
3,306,889 | $6,712,984 | 2.64% |
Portfolio Trend
Holdings in PGY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,448,842 | 296,038 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||