account_balance
Investment manager · 13F filer · SEC CIK 1607278
Whetstone Capital Advisors, LLC
Reported value$377Mas of Jun 30, 2026
Positions67 22 new, 9 sold out
Top 10 weight71.9%DAVE alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DAVEDave Inc
22.0%
NETCloudflare Inc
19.0%
GOOGAlphabet Inc
10.8%Trimmed −3%
AMZNAmazon Com Inc
4.4%Trimmed −26%
FRMIFermi Inc
3.2%New
KLARKlarna Group PLC
2.7%
XYZBlock Inc
2.5%
TOSTToast Inc
2.5%
XZOExzeo Group Inc
2.4%Added +32%
OPRXOptimizerx Corp
2.3%
SE2.2%ETOR2.0%DAVEDave Inc
22.0%
NETCloudflare Inc
19.0%
GOOG10.8%AMZN4.4%FRMI3.2%KLAR2.7%XYZ2.5%TOST2.5%XZO2.4%OPRX2.3%SE2.2%ETOR2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DAVE Dave Inc 22.0% HeldNET Cloudflare Inc 19.0% HeldGOOG Alphabet Inc 10.8% Trimmed −3%AMZN Amazon Com Inc 4.4% Trimmed −26%FRMI Fermi Inc 3.2% NewKLAR Klarna Group PLC 2.7% HeldXYZ Block Inc 2.5% HeldTOST Toast Inc 2.5% HeldXZO Exzeo Group Inc 2.4% Added +32%OPRX Optimizerx Corp 2.3% HeldSE Sea Ltd 2.2% NewETOR Etoro Group Ltd 2.0% Added +37%
What changed