Abdiel Capital Advisors, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Abdiel Capital Advisors, LP disclosed 8 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was HCA at 23.1% of the reported book, followed by APPN and TOST. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 6 among the top 8 holdings.
What did Abdiel Capital Advisors, LP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HCA HCA HEALTHCARE INC | Healthcare | 23.1% | $247.6m | 646,222 | 35% | added |
| 2 | APPN APPIAN CORP | Technology | 21.5% | $230.4m | 7,715,335 | -24% | reduced |
| 3 | TOST TOAST INC | Technology | 12.8% | $137.4m | 3,101,915 | -14% | reduced |
| 4 | BILL BILL HOLDINGS INC | Technology | 11.2% | $119.3m | 2,579,611 | -8% | reduced |
| 5 | FND FLOOR & DECOR HOLDINGS INC | Consumer Cyclical | 10.5% | $112.6m | 1,482,936 | -9% | reduced |
| 6 | UNH UNITEDHEALTH GROUP INC. | Healthcare | 8.4% | $89.5m | 286,929 | – | new |
| 7 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 6.2% | $66.8m | 1,991,885 | -14% | reduced |
| 8 | AFRM AFFIRM HLDGS INC | Financial Services | 6.2% | $66.3m | 959,582 | -14% | 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.