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Whetstone Capital Advisors, LLC
Whetstone Capital Advisors, LLC is an investment adviser headquartered in Mission Woods, Kansas. Founded in 2014, the firm employs approximately 5 professionals and serves institutional investors and high net worth individuals. It specializes in rigorous fundamental research and long-term investing, seeking to deliver value for its clients through a disciplined and research-driven process.
Investment Strategy
Whetstone Capital Advisors focuses on fundamental research and long-term equity investing, primarily in U.S. public companies. The firm utilizes a concentrated portfolio of high-conviction positions, guided by thorough business analysis and valuation discipline. It seeks to identify undervalued growth opportunities while exercising risk management by investing in businesses with sustainable competitive advantages. The approach emphasizes partnership with clients and transparency in the investment process.
Latest 13F Filing Activity
Whetstone Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $354M. The fund increased holdings in Dave Inc., Cloudflare Inc., Sera Prognostics Inc. among other positions. Whetstone Capital Advisors, LLC reduced exposure to Okta Inc., Remitly Global Inc., Five9 Inc. among others.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DAVE | DAVE INC | 20.99% | $74.3M | 276,747 | $27.37 | $268.41 | +$50.9M |
N NET | CLOUDFLARE INC | 17.47% | $61.8M | 315,685 | $31.70 | $195.83 | +$26.1M |
M MNDY | MONDAY COM LTD | 7.03% | $24.9M | 79,172 | $143.41 | $314.48 | +$5.6M |
G GOOG | ALPHABET INC | 6.53% | $23.1M | 130,373 | $48.00 | $177.39 | +$2.8M |
A AMZN | AMAZON COM INC | 5.78% | $20.5M | 93,240 | $83.62 | $219.39 | +$2.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Carlson | Investment Analyst | Kansas City, KS , United States | |
 | President | Mission, KS , United States | |
J Jordan Hulet | Analyst | Olathe, KS , United States |
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