Whetstone Capital Advisors, LLC: 13F holdings
CIK 16072782026Q2
| Positions | 67 |
|---|---|
| Reported value | $380.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DAVE DAVE INC | 223,078 | $83.1m | 21.8% |
| NET CLOUDFLARE INC | 292,861 | $71.8m | 18.9% |
| GOOG ALPHABET INC | 115,630 | $40.9m | 10.7% |
| AMZN AMAZON COM INC | 69,271 | $16.5m | 4.3% |
| FERMI INC | 1,311,002 | $12.0m | 3.2% |
| KLARNA GROUP PLC | 508,644 | $10.3m | 2.7% |
| XYZ BLOCK INC | 123,945 | $9.4m | 2.5% |
| TOST TOAST INC | 336,853 | $9.4m | 2.5% |
| EXZEO GROUP INC | 541,544 | $9.1m | 2.4% |
| OPTIMIZERX CORP | 1,508,303 | $8.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1607278")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.