Latest Abdiel Capital Advisors, LP Stock Portfolio
About Abdiel Capital Advisors, LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Abdiel Capital Advisors, LP reported an equity portfolio of $330.5 Millions as of 30 Sep, 2025.
The top stock holdings of Abdiel Capital Advisors, LP are HCA, , AFRM. The fund has invested 44.7% of it's portfolio in HCA HEALTHCARE INC and 21.5% of portfolio in GLOBAL E ONLINE LTD.
The fund managers got completely rid off TOAST INC (TOST), BILL HOLDINGS INC (BILL) and FLOOR & DECOR HOLDINGS INC (FND) stocks. They significantly reduced their stock positions in APPIAN CORP (APPN), HCA HEALTHCARE INC (HCA) and GLOBAL E ONLINE LTD. Abdiel Capital Advisors, LP opened new stock positions in BBB FOODS INC and GLOBAL BUSINESS TRAVEL GROUP (GBTG).
The top stock holdings of Abdiel Capital Advisors, LP are HCA, , AFRM. The fund has invested 44.7% of it's portfolio in HCA HEALTHCARE INC and 21.5% of portfolio in GLOBAL E ONLINE LTD.
The fund managers got completely rid off TOAST INC (TOST), BILL HOLDINGS INC (BILL) and FLOOR & DECOR HOLDINGS INC (FND) stocks. They significantly reduced their stock positions in APPIAN CORP (APPN), HCA HEALTHCARE INC (HCA) and GLOBAL E ONLINE LTD. Abdiel Capital Advisors, LP opened new stock positions in BBB FOODS INC and GLOBAL BUSINESS TRAVEL GROUP (GBTG).
Abdiel Capital Advisors, LP Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| bbb foods inc | 1,089,720 |
| global business travel group | 137,691 |
New stocks bought by Abdiel Capital Advisors, LP
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| appian corp | -82.84 |
| hca healthcare inc | -46.41 |
| global e online ltd | -0.23 |
Abdiel Capital Advisors, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| toast inc | -137,384,000 |
| bill holdings inc | -119,333,000 |
| floor & decor holdings inc | -112,644,000 |
| unitedhealth group inc. | -89,513,200 |
Abdiel Capital Advisors, LP got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Healthcare | 44.7 |
| Technology | 33.5 |
| Others | 21.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| LARGE-CAP | 44.7 |
| MID-CAP | 33.5 |
| UNALLOCATED | 21.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| S&P 500 | 44.7 |
| Others | 43.1 |
| RUSSELL 2000 | 12.3 |
Abdiel Capital Advisors, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Abdiel Capital Advisors, LP
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AFRM | affirm hldgs inc | 21.22 | 959,582 | 70,126,300 | unchanged | 0.00 | ||
| APPN | appian corp | 12.25 | 1,324,190 | 40,480,400 | reduced | -82.84 | ||
| BILL | bill holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FND | floor & decor holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GBTG | global business travel group | 0.04 | 17,041 | 137,691 | new | |||
| HCA | hca healthcare inc | 44.66 | 346,322 | 147,602,000 | reduced | -46.41 | ||
| TOST | toast inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| UNH | unitedhealth group inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| global e online ltd | 21.50 | 1,987,380 | 71,068,900 | reduced | -0.23 | |||
| bbb foods inc | 0.33 | 40,420 | 1,089,720 | new | ||||