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Abdiel Capital Advisors, LP

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13F filer, CIK 1578684, NEW YORK, NY

Abdiel Capital Advisors, LP reported $1,069,974,552 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000904454-25-000430

Period
2025-06-30
Reported value
$1.07B
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+286,929$89.5M
HCAadded+169,201$64.8M

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
APPNreduced-2,464,203-$73.6M
TOSTreduced-502,564-$22.3M
FNDreduced-149,545-$11.4M
GLBEreduced-319,316-$10.7M
AFRMreduced-153,845-$10.6M

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, Q2 2025

Share positions as resolved from 13F-HR 0000904454-25-000430, largest first. % of portfolio is the value over $1,069,974,552, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477,021 shares; 2025Q2: 646,222 shares 646,222$248M23.14%+169,201Timeline
APPNAPPIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169,273 shares; 2024Q4: 10,179,538 shares; 2025Q1: 10,179,538 shares; 2025Q2: 7,715,335 shares 7,715,335$230M21.53%-2,464,203Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550,701 shares; 2024Q4: 3,829,470 shares; 2025Q1: 3,604,479 shares; 2025Q2: 3,101,915 shares 3,101,915$137M12.84%-502,564Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121,139 shares; 2024Q4: 5,079,371 shares; 2025Q1: 2,797,625 shares; 2025Q2: 2,579,611 shares 2,579,611$119M11.15%-218,014Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727,731 shares; 2024Q4: 1,727,731 shares; 2025Q1: 1,632,481 shares; 2025Q2: 1,482,936 shares 1,482,936$113M10.53%-149,545Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,929 shares 286,929$89.5M8.37%newTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927,495 shares; 2024Q4: 3,915,413 shares; 2025Q1: 2,311,201 shares; 2025Q2: 1,991,885 shares 1,991,885$66.8M6.24%-319,316Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,737 shares; 2024Q4: 2,059,737 shares; 2025Q1: 1,113,427 shares; 2025Q2: 959,582 shares 959,582$66.3M6.2%-153,845Timeline

How Q2 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 0000904454-25-000430 base2025-08-14acceptance time not in the bulk data set