WHETSTONE CAPITAL ADVISORS, LLC

PrivateCIK: 1607278
Location

SHAWNEE MISSION, KS

54
Positions
$288.37M
Total AUM (reported)
25.59M
Total Shares

Allocation by class

TOTAL AUM$288.37M54 positions
CL A COM$81.10M28.1%
COM$50.55M17.5%
CLASS A COM NEW$39.02M13.5%
CAP STK CL C$34.03M11.8%
COM CL A$20.39M7.1%
CL A$19.37M6.7%
COM NEW$13.85M4.8%

Portfolio Concentration

Top 353.5%4–1023.4%11–2520.6%Rest2.5%TOP 1076.9%0%100%
Top 3$154.15M53.5%
4–10$67.56M23.4%
11–25$59.43M20.6%
Rest$7.23M2.5%

Top 3 weight

53.5%

Top 10 weight

76.9%

Voting Authority Distribution

Total shares with voting rights: 25.59M

Sole

Full voting authority

25.59M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:

CLOUDFLARE INC

SOLE
CL A COM
Shares393.03K
TypeSH
Market value$81.10M
28.12%
Sole
393.03K
Shared
0.00
None
0.00

DAVE INC

SOLE
CLASS A COM NEW
Shares224.16K
TypeSH
Market value$39.02M
13.53%
Sole
224.16K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares118.63K
TypeSH
Market value$34.03M
11.80%
Sole
118.63K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares93.10K
TypeSH
Market value$19.39M
6.72%
Sole
93.10K
Shared
0.00
None
0.00

OPTIMIZERX CORP

SOLE
COM NEW
Shares1.51M
TypeSH
Market value$9.47M
3.28%
Sole
1.51M
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares336.05K
TypeSH
Market value$8.91M
3.09%
Sole
336.05K
Shared
0.00
None
0.00

PHREESIA INC

SOLE
COM
Shares953.93K
TypeSH
Market value$7.99M
2.77%
Sole
953.93K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares123.83K
TypeSH
Market value$7.45M
2.58%
Sole
123.83K
Shared
0.00
None
0.00

HEALTH CATALYST INC

SOLE
COM
Shares5.78M
TypeSH
Market value$7.34M
2.55%
Sole
5.78M
Shared
0.00
None
0.00

REPAY HLDGS CORP

SOLE
COM CL A
Shares2.69M
TypeSH
Market value$7.00M
2.43%
Sole
2.69M
Shared
0.00
None
0.00

SERA PROGNOSTICS INC

SOLE
CLASS A COM
Shares3.31M
TypeSH
Market value$6.71M
2.33%
Sole
3.31M
Shared
0.00
None
0.00

KLARNA GROUP PLC

SOLE
SHS
Shares509.94K
TypeSH
Market value$6.68M
2.31%
Sole
509.94K
Shared
0.00
None
0.00

EXZEO GROUP INC

SOLE
COM SHS
Shares411.35K
TypeSH
Market value$6.03M
2.09%
Sole
411.35K
Shared
0.00
None
0.00

BACKBLAZE INC

SOLE
COM CL A
Shares1.52M
TypeSH
Market value$5.24M
1.82%
Sole
1.52M
Shared
0.00
None
0.00

WEALTHFRONT CORP

SOLE
COM
Shares546.41K
TypeSH
Market value$5.05M
1.75%
Sole
546.41K
Shared
0.00
None
0.00

OPEN LENDING CORP

SOLE
COM
Shares3.80M
TypeSH
Market value$4.75M
1.65%
Sole
3.80M
Shared
0.00
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares25.26K
TypeSH
Market value$4.41M
1.53%
Sole
25.26K
Shared
0.00
None
0.00

ETORO GROUP LTD

SOLE
SHS CL A
Shares139.09K
TypeSH
Market value$4.18M
1.45%
Sole
139.09K
Shared
0.00
None
0.00

THE REAL BROKERAGE INC

SOLE
COM NEW
Shares1.65M
TypeSH
Market value$4.13M
1.43%
Sole
1.65M
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares50.34K
TypeSH
Market value$3.49M
1.21%
Sole
50.34K
Shared
0.00
None
0.00

PAGAYA TECHNOLOGIES LTD

SOLE
CL A NEW
Shares296.04K
TypeSH
Market value$3.45M
1.20%
Sole
296.04K
Shared
0.00
None
0.00

ASANA INC

SOLE
CL A
Shares381.72K
TypeSH
Market value$2.44M
0.85%
Sole
381.72K
Shared
0.00
None
0.00

LIFEMD INC

SOLE
COM
Shares360.25K
TypeSH
Market value$1.30M
0.45%
Sole
360.25K
Shared
0.00
None
0.00

THE BEACHBODY COMPANY INC

SOLE
COM CL A NEW
Shares102.17K
TypeSH
Market value$1.11M
0.38%
Sole
102.17K
Shared
0.00
None
0.00

MERIDIAN HOLDINGS INC

SOLE
COM
Shares63.32K
TypeSH
Market value$457.2K
0.16%
Sole
63.32K
Shared
0.00
None
0.00
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