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

About Abdiel Capital Advisors, Lp

Abdiel Capital Advisors, Lp has $1.60 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 2.78% of the portfolio was purchased this quarter.
About 27.88% of the portfolio was sold this quarter.
This quarter, Abdiel Capital Advisors, Lp has purchased 8 new stocks and bought additional shares in 1 stock.
Abdiel Capital Advisors, Lp sold shares of 6 stocks and completely divested from 1 stock this quarter.

Global-E Online: 4,563,180 shares (about $165.87M)
HubSpot: 209,940 shares (about $131.54M)
Floor & Decor: 317,996 shares (about $41.22M)
Appian: 721,140 shares (about $28.81M)
Toast: 511,010 shares (about $12.73M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
HUBS HubSpot	$389,293,633	$131,540,007 ▼	-25.3%	621,319	24.3%	Computer and Technology
TOST Toast	$259,229,154	$12,734,369 ▼	-4.7%	10,402,454	16.2%	Computer and Technology
GLBE Global-E Online	$242,845,408	$165,871,593 ▼	-40.6%	6,680,754	15.2%	Retail/Wholesale
APPN Appian	$235,317,645	$28,809,543 ▼	-10.9%	5,890,304	14.7%	Computer and Technology
FND Floor & Decor	$231,079,537	$41,218,642 ▼	-15.1%	1,782,746	14.4%	Construction
BILL BILL	$162,139,823	$44,532,965 ▲	37.9%	2,359,427	10.1%	Computer and Technology
AFRM Affirm	$79,328,179	$3,900,377 ▼	-4.7%	2,129,044	5.0%	Business Services
CRCT Cricut	$0	$61,855,737 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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