Abdiel Capital Advisors, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Abdiel Capital Advisors, LP disclosed 6 US equity positions worth $330.5m in its Q3 2025 13F filing. The largest position was HCA at 44.7% of the reported book, followed by GLBE and AFRM. Against the Q2 2025 filing, it opened 2 new positions, added to 0 and reduced 2 among the top 6 holdings.
What did Abdiel Capital Advisors, LP own in Q3 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HCA HCA HEALTHCARE INC | Healthcare | 44.7% | $147.6m | 346,322 | -46% | reduced |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 21.5% | $71.1m | 1,987,385 | -0% | held |
| 3 | AFRM AFFIRM HLDGS INC | Financial Services | 21.2% | $70.1m | 959,582 | 0% | held |
| 4 | APPN APPIAN CORP | Technology | 12.2% | $40.5m | 1,324,188 | -83% | reduced |
| 5 | TBBB BBB FOODS INC | Consumer Defensive | 0.3% | $1.1m | 40,420 | – | new |
| 6 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 0.0% | $137.7k | 17,041 | – | new |
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.