Abdiel Capital Advisors, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Abdiel Capital Advisors, LP disclosed 7 US equity positions worth $1.6bn in its Q4 2024 13F filing. The largest position was BILL at 26.5% of the reported book, followed by APPN and GLBE. Against the Q3 2024 filing, it opened 0 new positions, added to 0 and reduced 4 among the top 7 holdings.
What did Abdiel Capital Advisors, LP own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BILL BILL HOLDINGS INC | Technology | 26.5% | $430.3m | 5,079,371 | -1% | reduced |
| 2 | APPN APPIAN CORP | Technology | 20.7% | $335.7m | 10,179,538 | 0% | held |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 13.2% | $213.5m | 3,915,413 | -34% | reduced |
| 4 | HUBS HUBSPOT INC | Technology | 12.7% | $206.1m | 295,789 | -42% | reduced |
| 5 | FND FLOOR & DECOR HOLDINGS INC | Consumer Cyclical | 10.6% | $172.3m | 1,727,731 | 0% | held |
| 6 | TOST TOAST INC | Technology | 8.6% | $139.6m | 3,829,470 | -55% | reduced |
| 7 | AFRM AFFIRM HLDGS INC | Financial Services | 7.7% | $125.4m | 2,059,737 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.