Abdiel Capital Advisors, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Abdiel Capital Advisors, LP disclosed 7 US equity positions worth $970.1m in its Q1 2025 13F filing. The largest position was APPN at 30.2% of the reported book, followed by HCA and FND. Against the Q4 2024 filing, it opened 1 new position, added to 0 and reduced 5 among the top 7 holdings.
What did Abdiel Capital Advisors, LP own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | APPN APPIAN CORP | Technology | 30.2% | $293.3m | 10,179,538 | 0% | held |
| 2 | HCA HCA HEALTHCARE INC | Healthcare | 17.0% | $164.8m | 477,021 | – | new |
| 3 | FND FLOOR & DECOR HOLDINGS INC | Consumer Cyclical | 13.5% | $131.4m | 1,632,481 | -6% | reduced |
| 4 | BILL BILL HOLDINGS INC | Technology | 13.2% | $128.4m | 2,797,625 | -45% | reduced |
| 5 | TOST TOAST INC | Technology | 12.3% | $119.6m | 3,604,479 | -6% | reduced |
| 6 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 8.5% | $82.4m | 2,311,201 | -41% | reduced |
| 7 | AFRM AFFIRM HLDGS INC | Financial Services | 5.2% | $50.3m | 1,113,427 | -46% | reduced |
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.