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Abdiel Capital Advisors, Lp Top Holdings and 13F Report (2023)

About Abdiel Capital Advisors, Lp

Investment Activity

  • Abdiel Capital Advisors, Lp has $1.65 billion in total holdings as of December 31, 2022.
  • Abdiel Capital Advisors, Lp owns shares of 7 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 14.14% of the portfolio was purchased this quarter.
  • About 4.99% of the portfolio was sold this quarter.
  • This quarter, Abdiel Capital Advisors, Lp has purchased 7 new stocks and bought additional shares in 2 stocks.
  • Abdiel Capital Advisors, Lp sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Appian
$347,178,980
BILL
$270,191,294
HubSpot
$268,859,358
Toast
$242,070,345
Global-E Online
$227,852,908

Largest Purchases this Quarter

Appian
4,278,969 shares (about $146.08M)
BILL
1,666,316 shares (about $87.91M)

Largest Sales this Quarter

HubSpot
94,078 shares (about $50.01M)
Global-E Online
849,000 shares (about $32.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAbdiel Capital Advisors, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Appian Co. stock logo
APPN
Appian
$347,178,980$146,084,002 72.6%10,169,27321.0%Computer and Technology
BILL Holdings, Inc. stock logo
BILL
BILL
$270,191,294$87,914,832 48.2%5,121,13916.3%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$268,859,358$50,011,865 -15.7%505,75516.2%Computer and Technology
Toast, Inc. stock logo
TOST
Toast
$242,070,3450.0%8,550,70114.6%Computer and Technology
Global-E Online Ltd. stock logo
GLBE
Global-E Online
$227,852,908$32,635,560 -12.5%5,927,49513.8%Retail/Wholesale
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$214,532,3580.0%1,727,73113.0%Retail/Wholesale
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$84,078,4640.0%2,059,7375.1%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data