Long-term investor

Whetstone Capital Advisors, LLC @whetstonecapitaladvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001607278).

Record

  • Tracked since 2025-06-30 (434 days), 156 trades recorded
  • Returns: week n/a · month n/a · 90 days +18.3% · 6 months -6.9% · 1 year -8.5% · all -8.5%
  • Max drawdown -22.6% · Sharpe -0.49 · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DAVE · 21.8% · long · since 2025-06-30
  • NET · 18.9% · long · since 2025-06-30
  • GOOG · 10.7% · long · since 2025-06-30
  • AMZN · 4.3% · long · since 2025-06-30
  • FRMI · 3.2% · long · since 2026-06-30
  • KLAR · 2.7% · long · since 2026-03-31
  • XYZ · 2.5% · long · since 2025-12-31
  • TOST · 2.5% · long · since 2025-06-30
  • XZO · 2.4% · long · since 2025-12-31
  • OPRX · 2.3% · long · since 2025-06-30
  • SE · 2.2% · long · since 2026-06-30
  • ETOR · 2.0% · long · since 2025-06-30

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