Whetstone Capital Advisors, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$226.3M
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NETCLOUDFLARE INC | 316,960 | $35.7M | 15.78% | |
| 2 | DAVEDAVE INC | 283,017 | $23.4M | 10.34% | |
| 3 | GOOGALPHABET INC | 130,373 | $20.4M | 9.00% | |
| 4 | MNDYMONDAY COM LTD | 79,270 | $19.3M | 8.52% | |
| 5 | AMZNAMAZON COM INC | 93,240 | $17.7M | 7.84% | |
| 6 | OPRXOPTIMIZERX CORP | 1,508,303 | $13.1M | 5.77% | |
| 7 | TOSTTOAST INC | 334,963 | $11.1M | 4.91% | |
| 8 | OKTAOKTA INC | 89,646 | $9.4M | 4.17% | |
| 9 | THRYTHRYV HLDGS INC | 652,733 | $8.4M | 3.69% | |
| 10 | HCATHEALTH CATALYST INC | 1,705,072 | $7.7M | 3.41% | |
| 11 | PROPROS HOLDINGS INC | 396,160 | $7.5M | 3.33% | |
| 12 | RELYREMITLY GLOBAL INC | 311,372 | $6.5M | 2.86% | |
| 13 | ASANASANA INC | 381,716 | $5.6M | 2.46% | |
| 14 | GTLBGITLAB INC | 117,745 | $5.5M | 2.45% | |
| 15 | FIVNFIVE9 INC | 202,178 | $5.5M | 2.43% | |
| 16 | DKNGDRAFTKINGS INC NEW | 158,864 | $5.3M | 2.33% | |
| 17 | ZETAZETA GLOBAL HOLDINGS CORP | 370,961 | $5.0M | 2.22% | |
| 18 | VYXNCR VOYIX CORPORATION | 506,952 | $4.9M | 2.18% | |
| 19 | BLZEBACKBLAZE INC | 697,083 | $3.4M | 1.49% | |
| 20 | UISUNISYS CORP | 617,959 | $2.8M | 1.25% | |
| 21 | BODITHE BEACHBODY COMPANY INC | 335,562 | $2.5M | 1.11% | |
| 22 | DHDEFINITIVE HEALTHCARE CORP | 869,275 | $2.5M | 1.11% | |
| 23 | DSPVIANT TECHNOLOGY INC | 118,631 | $1.5M | 0.65% | |
| 24 | LAWCS DISCO INC | 185,970 | $761K | 0.34% | |
| 25 | GOOGLALPHABET INC | 1,761 | $272K | 0.12% | |
| 26 | FRGEFORGE GLOBAL HOLDINGS INC | 371,008 | $209K | 0.09% | |
| 27 | OUTOUTFRONT MEDIA INC | 10,816 | $175K | 0.08% | |
| 28 | KREFKKR REAL ESTATE FIN TR INC | 15,957 | $172K | 0.08% |