Whetstone Capital Advisors, LLC
- SEC CIK
- 0001607278
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 30
- No 13F data for Q4 2020
- Portfolio value
- $470.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 139,368 | $47.5M | 10.1% | – | – | History |
| HUCKHuckleberry.ai, Inc. | Stock | 781,371 | $44.0M | 9.3% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 518,441 | $36.4M | 7.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 10,277 | $31.8M | 6.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 98,477 | $29.0M | 6.2% | – | – | History |
| PINSPinterest, Inc. | CL A | 356,704 | $26.4M | 5.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 12,639 | $26.1M | 5.6% | – | – | History |
| PROPROS Holdings, Inc. | COM | 600,752 | $25.5M | 5.4% | – | – | History |
| SPLKSplunk Inc | COM | 184,561 | $25.0M | 5.3% | – | – | History |
| WDAYWorkday, Inc. | CL A | 82,762 | $20.6M | 4.4% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 110,418 | $20.1M | 4.3% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 141,406 | $15.9M | 3.4% | – | – | History |
| TLSTelos Corp | COM | 415,361 | $15.8M | 3.3% | – | – | History |
| UPLDUpland Software, Inc. | COM | 303,245 | $14.3M | 3.0% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 35,082 | $11.3M | 2.4% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 130,225 | $10.9M | 2.3% | – | – | History |
| MDBMongoDB, Inc. | CL A | 39,903 | $10.7M | 2.3% | – | – | History |
| SVMK Inc78489X103 | COM | 574,434 | $10.5M | 2.2% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 46,820 | $8.54M | 1.8% | – | – | History |
| Star Peak Corp II855179206 | UNIT 99/99/9999 | 793,716 | $8.31M | 1.8% | – | – | – |
| CSLTCastlight Health, Inc. | CL B | 5,290,861 | $7.99M | 1.7% | – | – | History |
| EGHT8X8 Inc | COM | 200,269 | $6.50M | 1.4% | – | – | History |
| NEWRNew Relic, Inc. | COM | 90,473 | $5.56M | 1.2% | – | – | History |
| FICOFair Isaac Corp | COM | 6,638 | $3.23M | 0.7% | – | – | History |
| MCOMoodys Corp | Stock | 10,186 | $3.04M | 0.6% | – | – | History |
| TRUTransUnion | COM | 32,491 | $2.92M | 0.6% | – | – | History |
| XYZBlock, Inc. | CL A | 9,869 | $2.24M | 0.5% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 1,150 | $216.0K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 90 | $186.0K | <0.1% | – | – | History |
| Triterras IncG9103H110 | *W EXP 11/10/202 | 499,400 | – | – | – | – | – |