Whetstone Capital Advisors as of Dec. 31, 2020
Portfolio Holdings for Whetstone Capital Advisors
Whetstone Capital Advisors holds 26 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Domo Com Cl B (DOMO) | 10.4 | $50M | 791k | 63.77 | |
| Twilio Cl A (TWLO) | 9.6 | $46M | 137k | 338.50 | |
| Cloudflare Cl A Com (NET) | 8.3 | $40M | 527k | 75.99 | |
| Amazon (AMZN) | 7.3 | $35M | 11k | 3256.97 | |
| stock | 7.1 | $34M | 202k | 169.89 | |
| PROS Holdings (PRO) | 6.3 | $31M | 601k | 50.77 | |
| Facebook Cl A (META) | 5.5 | $27M | 98k | 273.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $26M | 15k | 1751.91 | |
| Teladoc (TDOC) | 5.2 | $25M | 125k | 199.96 | |
| Pinterest Cl A (PINS) | 5.1 | $25M | 373k | 65.90 | |
| Upland Software (UPLD) | 4.8 | $23M | 504k | 45.89 | |
| Workday Cl A (WDAY) | 4.3 | $21M | 87k | 239.62 | |
| 8x8 (EGHT) | 3.9 | $19M | 546k | 34.47 | |
| Peloton Interactive Cl A Com (PTON) | 3.4 | $16M | 107k | 151.72 | |
| Telos Corp Md (TLS) | 2.8 | $14M | 414k | 32.98 | |
| Svmk Inc ordinary shares | 2.4 | $12M | 462k | 25.55 | |
| Kaleyra | 1.7 | $8.2M | 833k | 9.86 | |
| Pluralsight Com Cl A | 1.5 | $7.2M | 344k | 20.96 | |
| Castlight Health CL B | 1.4 | $6.9M | 5.3M | 1.30 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.2M | 28k | 222.43 | |
| Fair Isaac Corporation (FICO) | 0.7 | $3.5M | 6.8k | 511.07 | |
| Transunion (TRU) | 0.7 | $3.3M | 33k | 99.21 | |
| Moody's Corporation (MCO) | 0.6 | $3.0M | 10k | 290.22 | |
| Square Cl A (SQ) | 0.5 | $2.2M | 10k | 217.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $193k | 110.00 | 1754.55 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $169k | 1.2k | 146.96 |
