Whetstone Capital Advisors, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investing in the stock market is all about making informed decisions based on market trends and dynamics. Investors monitor the market's every move as they strive to identify the best companies to invest in. One way to monitor the investment portfolio is by checking the 13F filings. Every quarter, asset management companies file their 13F reports with the Securities and Exchange Commission (SEC), detailing their investment activity.

In this blog post, we're going to examine Whetstone Capital Advisors, LLC's Q3 2022 versus Q4 2022 13F holdings and analyze the changes in its stock portfolio using the data provided in a CSV file. We will explore the top companies that were bought, sold, and held during the period under review.

Top Companies Acquired

Whetstone Capital Advisors, LLC Q4 2022 investment activity suggests that they were quite bullish on Okta Inc. The firm acquired an additional 15,237 shares of Okta, which represents a whopping 54.8% increase from Q3 2022. Other top stocks include Elastic NV, which they acquired 44,903 additional shares, representing a 68.2% increase, and Backblaze Inc, which the firm acquired an additional 37,164 shares, approximately a 7.2% increase.

Top Companies Sold

Amazon.com Inc, one of the top performers in Q3 2022, was sold in Q4 2022. The firm sold 47.4% of its shares, offloading 47,673 shares. Cloudflare Inc was the second most sold holding, with 29% of the shares sold: a total of 45,303 shares. Other major sales include SentinelOne Inc and Smartsheet Inc.

Companies That Were Held

Whetstone Capital Advisors, LLC held some significant shares in Cloudflare Inc, with a total of 300,782 shares held in both Q3 and Q4 2022. Meanwhile, Alphabet Inc (GOOG) maintained the same number of shares in the quarter under review, with 199,840 shares held in both Q3 and Q4 2022.

Conclusion

In conclusion, Whetstone Capital Advisors, LLC's investment strategy seems to be focused on acquiring more shares in companies such as Elastic NV and Backblaze Inc that showed promise during the quarter. On the other hand, the firm sold off shares in Amazon.com Inc and Cloudflare Inc, suggesting that they no longer valued the companies' growth prospects. Investors can gain insights into the investment strategies of Whetstone Capital Advisors, LLC and make better-informed decisions based on the above analysis.