StockDriftsStockDriftsTop 50 Whetstone Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | 22.75% | 293.0K | $60.5M | +0.00%(+0) | $36.92(+556.60%) | 2026-03-31 | |
| DAVE | DAVE INC | 14.68% | 224.2K | $39.0M | -17.57%(-47.79K) | $21.97(+1662.90%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 12.8% | 118.6K | $34.0M | -9.01%(-11.74K) | $48.17(+639.48%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.29% | 93.1K | $19.4M | +0.00%(+0) | $84.97(+185.60%) | 2026-03-31 | |
| OPRX | OPTIMIZERX CORP | 3.56% | 1.51M | $9.5M | +0.00%(+0) | $6.34(-2.35%) | 2026-03-31 | |
| TOST | TOAST INC | 3.35% | 336.0K | $8.9M | +0.00%(+0) | $20.57(+40.10%) | 2026-03-31 | |
| PHR | PHREESIA INC | 3.01% | 953.9K | $8.0M | new | $12.65(-13.52%) | 2026-03-31 | |
| XYZ | BLOCK INC | 2.8% | 123.8K | $7.5M | +7.34%(+8.47K) | $68.27(+15.47%) | 2026-03-31 | |
| RPAY | REPAY HLDGS CORP | 2.63% | 2.69M | $7.0M | -1.39%(-37.99K) | $4.47(-5.15%) | 2026-03-31 | |
| SERA | SERA PROGNOSTICS INC | 2.53% | 3.31M | $6.7M | -4.42%(-152.82K) | $3.15(-36.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.63% | +93.60% |
| Top 20 Holdings Unweighted | +19.48% | +70.56% |
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