WHETSTONE CAPITAL ADVISORS, LLC

PrivateCIK: 1607278
Location

SHAWNEE MISSION, KS

67
Positions
$380.41M
Total AUM (reported)
15.66M
Total Shares

Allocation by class

TOTAL AUM$380.41M67 positions
CLASS A COM NEW$83.12M21.8%
CL A COM$71.83M18.9%
COM$62.63M16.5%
CAP STK CL C$40.86M10.7%
COM CL A$25.62M6.7%
CL A$22.89M6.0%
SHS CL A$10.79M2.8%

Portfolio Concentration

Top 351.5%4–1019.8%11–2522.1%Rest6.6%TOP 1071.3%0%100%
Top 3$195.81M51.5%
4–10$75.37M19.8%
11–25$84.16M22.1%
Rest$25.09M6.6%

Top 3 weight

51.5%

Top 10 weight

71.3%

Voting Authority Distribution

Total shares with voting rights: 15.66M

Sole

Full voting authority

15.66M

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)

Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:

DAVE INC

SOLE
CLASS A COM NEW
Shares223.08K
TypeSH
Market value$83.12M
21.85%
Sole
223.08K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares292.86K
TypeSH
Market value$71.83M
18.88%
Sole
292.86K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares115.63K
TypeSH
Market value$40.86M
10.74%
Sole
115.63K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares69.27K
TypeSH
Market value$16.51M
4.34%
Sole
69.27K
Shared
0.00
None
0.00

FERMI INC

SOLE
COM
Shares1.31M
TypeSH
Market value$12.01M
3.16%
Sole
1.31M
Shared
0.00
None
0.00

KLARNA GROUP PLC

SOLE
SHS
Shares508.64K
TypeSH
Market value$10.29M
2.71%
Sole
508.64K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares123.94K
TypeSH
Market value$9.42M
2.48%
Sole
123.94K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares336.85K
TypeSH
Market value$9.37M
2.46%
Sole
336.85K
Shared
0.00
None
0.00

EXZEO GROUP INC

SOLE
COM SHS
Shares541.54K
TypeSH
Market value$9.14M
2.40%
Sole
541.54K
Shared
0.00
None
0.00

OPTIMIZERX CORP

SOLE
COM NEW
Shares1.51M
TypeSH
Market value$8.63M
2.27%
Sole
1.51M
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares85.47K
TypeSH
Market value$8.19M
2.15%
Sole
85.47K
Shared
0.00
None
0.00

ETORO GROUP LTD

SOLE
SHS CL A
Shares190.28K
TypeSH
Market value$7.51M
1.97%
Sole
190.28K
Shared
0.00
None
0.00

BETTER HOME & FINANCE HOLDIN

SOLE
COM NEW CL A
Shares253.99K
TypeSH
Market value$6.98M
1.84%
Sole
253.99K
Shared
0.00
None
0.00

FIGURE TECHNOLOGY SOLUTIO

SOLE
COM CL A
Shares225.95K
TypeSH
Market value$6.94M
1.82%
Sole
225.95K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares47.05K
TypeSH
Market value$6.88M
1.81%
Sole
47.05K
Shared
0.00
None
0.00

PHREESIA INC

SOLE
COM
Shares629.75K
TypeSH
Market value$6.48M
1.70%
Sole
629.75K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares41.60K
TypeSH
Market value$6.10M
1.60%
Sole
41.60K
Shared
0.00
None
0.00

SERA PROGNOSTICS INC

SOLE
CLASS A COM
Shares3.31M
TypeSH
Market value$6.02M
1.58%
Sole
3.31M
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares54.76K
TypeSH
Market value$5.49M
1.44%
Sole
54.76K
Shared
0.00
None
0.00

WEALTHFRONT CORP

SOLE
COM
Shares604.16K
TypeSH
Market value$5.40M
1.42%
Sole
604.16K
Shared
0.00
None
0.00

PAGAYA TECHNOLOGIES LTD

SOLE
CL A NEW
Shares295.67K
TypeSH
Market value$5.40M
1.42%
Sole
295.67K
Shared
0.00
None
0.00

HEALTH CATALYST INC

SOLE
COM
Shares1.68M
TypeSH
Market value$3.35M
0.88%
Sole
1.68M
Shared
0.00
None
0.00

SERVICETITAN INC

SOLE
SHS CL A
Shares46.32K
TypeSH
Market value$3.28M
0.86%
Sole
46.32K
Shared
0.00
None
0.00

REPAY HLDGS CORP

SOLE
COM CL A
Shares764.67K
TypeSH
Market value$3.21M
0.84%
Sole
764.67K
Shared
0.00
None
0.00

BENTLEY SYS INC

SOLE
COM CL B
Shares98.20K
TypeSH
Market value$2.94M
0.77%
Sole
98.20K
Shared
0.00
None
0.00
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