Skip to content
Disclosery

Abdiel Capital Advisors, LP

Follow

13F filer, CIK 1578684, NEW YORK, NY

Abdiel Capital Advisors, LP reported $970,126,504 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000904454-25-000278

Period
2025-03-31
Reported value
$970M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HCAnew+477,021$165M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HUBSexited-295,789-$206M
BILLreduced-2,281,746-$105M
GLBEreduced-1,604,212-$57.2M
AFRMreduced-946,310-$42.8M
FNDreduced-95,250-$7.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000904454-25-000278, largest first. % of portfolio is the value over $970,126,504, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169,273 shares; 2024Q4: 10,179,538 shares; 2025Q1: 10,179,538 shares 10,179,538$293M30.23%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477,021 shares 477,021$165M16.99%newTimeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727,731 shares; 2024Q4: 1,727,731 shares; 2025Q1: 1,632,481 shares 1,632,481$131M13.54%-95,250Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121,139 shares; 2024Q4: 5,079,371 shares; 2025Q1: 2,797,625 shares 2,797,625$128M13.23%-2,281,746Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550,701 shares; 2024Q4: 3,829,470 shares; 2025Q1: 3,604,479 shares 3,604,479$120M12.32%-224,991Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927,495 shares; 2024Q4: 3,915,413 shares; 2025Q1: 2,311,201 shares 2,311,201$82.4M8.49%-1,604,212Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,737 shares; 2024Q4: 2,059,737 shares; 2025Q1: 1,113,427 shares 1,113,427$50.3M5.19%-946,310Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HUBSHUBSPOT INC295,789$206Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000904454-25-000278 base2025-05-15acceptance time not in the bulk data set