Whetstone Capital Advisors as of June 30, 2022
Portfolio Holdings for Whetstone Capital Advisors
Whetstone Capital Advisors holds 22 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 12.8 | $22M | 10k | 2187.45 | |
| Amazon (AMZN) | 10.1 | $17M | 162k | 106.21 | |
| Domo Com Cl B (DOMO) | 9.8 | $17M | 602k | 27.80 | |
| Cloudflare Cl A Com (NET) | 9.0 | $15M | 351k | 43.75 | |
| GitLab Class A Com (GTLB) | 6.2 | $11M | 199k | 53.14 | |
| PROS Holdings (PRO) | 5.8 | $10M | 380k | 26.23 | |
| MongoDB Cl A (MDB) | 5.3 | $9.0M | 35k | 259.51 | |
| Datadog Cl A Com (DDOG) | 5.2 | $8.9M | 93k | 95.24 | |
| Confluent Class A Com (CFLT) | 4.6 | $7.8M | 336k | 23.24 | |
| Workday Cl A (WDAY) | 4.4 | $7.4M | 53k | 139.59 | |
| Pagerduty (PD) | 4.0 | $6.9M | 277k | 24.78 | |
| Asana Cl A (ASAN) | 4.0 | $6.8M | 384k | 17.58 | |
| SentinelOne Cl A (S) | 3.9 | $6.6M | 283k | 23.33 | |
| Monday.Com SHS (MNDY) | 3.7 | $6.3M | 61k | 103.17 | |
| Hubspot (HUBS) | 3.6 | $6.2M | 21k | 300.67 | |
| Smartsheet Com Cl A (SMAR) | 2.5 | $4.3M | 136k | 31.43 | |
| CrowdStrike Holdings Cl A (CRWD) | 1.9 | $3.2M | 19k | 168.57 | |
| HashiCorp Com Cl A (HCP) | 1.4 | $2.5M | 84k | 29.44 | |
| Momentive Global | 0.9 | $1.6M | 177k | 8.80 | |
| Backblaze Com Cl A (BLZE) | 0.6 | $1.1M | 208k | 5.23 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.2 | $308k | 93k | 3.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $133k | 61.00 | 2180.33 |
