Whetstone Capital Advisors as of March 31, 2019
Portfolio Holdings for Whetstone Capital Advisors
Whetstone Capital Advisors holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mongodb Inc. Class A (MDB) | 12.6 | $31M | 211k | 147.02 | |
| Amazon (AMZN) | 11.7 | $29M | 16k | 1780.78 | |
| PROS Holdings (PRO) | 11.1 | $27M | 648k | 42.24 | |
| Energy Transfer Equity (ET) | 10.0 | $25M | 1.6M | 15.37 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $25M | 21k | 1173.30 | |
| Paypal Holdings (PYPL) | 9.5 | $23M | 225k | 103.84 | |
| Yext (YEXT) | 7.2 | $18M | 813k | 21.86 | |
| Facebook Inc cl a (META) | 6.7 | $17M | 99k | 166.69 | |
| Attunity | 6.6 | $16M | 695k | 23.45 | |
| Qad Inc cl a | 4.7 | $12M | 266k | 43.07 | |
| Envestnet (ENV) | 4.1 | $10M | 155k | 65.39 | |
| Pivotal Software Inc ordinary shares | 2.8 | $6.8M | 328k | 20.85 | |
| Twilio Inc cl a (TWLO) | 1.2 | $3.0M | 24k | 129.17 | |
| Domo Cl B Ord (DOMO) | 0.9 | $2.2M | 55k | 40.33 | |
| Upland Software (UPLD) | 0.6 | $1.4M | 34k | 42.36 | |
| Nutanix Inc cl a (NTNX) | 0.2 | $585k | 16k | 37.74 | |
| Smartsheet (SMAR) | 0.2 | $454k | 11k | 40.76 | |
| Microsoft Corporation (MSFT) | 0.1 | $236k | 2.0k | 118.00 |
