Abdiel Capital Advisors, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Abdiel Capital Advisors, LP disclosed 7 US equity positions worth $71.0m in its Q4 2025 13F filing. The largest position was HCA at 44.2% of the reported book, followed by GLBE and AFRM. Against the Q3 2025 filing, it opened 1 new position, added to 2 and reduced 4 among the top 7 holdings.
What did Abdiel Capital Advisors, LP own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HCA HCA HEALTHCARE INC | Healthcare | 44.2% | $31.4m | 67,238 | -81% | reduced |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 19.8% | $14.0m | 356,830 | -82% | reduced |
| 3 | AFRM AFFIRM HLDGS INC | Financial Services | 15.1% | $10.7m | 144,046 | -85% | reduced |
| 4 | APPN APPIAN CORP | Technology | 12.4% | $8.8m | 248,450 | -81% | reduced |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 6.0% | $4.3m | 180,974 | – | new |
| 6 | TBBB BBB FOODS INC | Consumer Defensive | 2.3% | $1.6m | 48,420 | 20% | added |
| 7 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 0.2% | $136.6k | 17,856 | 5% | added |
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.