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Latest Abdiel Capital Advisors, LP Stock Portfolio

$1.92Billion

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Abdiel Capital Advisors, LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Abdiel Capital Advisors, LP reported an equity portfolio of $2.3 Billions as of 30 Sep, 2023.

The top stock holdings of Abdiel Capital Advisors, LP are HUBS, , APPN. The fund has invested 21.1% of it's portfolio in HUBSPOT INC and 20.4% of portfolio in GLOBAL E ONLINE LTD.

They significantly reduced their stock positions in HUBSPOT INC (HUBS), GLOBAL E ONLINE LTD and FLOOR & DECOR HLDGS INC (FND). The fund showed a lot of confidence in some stocks as they added substantially to TOAST INC (TOST) and AFFIRM HLDGS INC (AFRM).

New Buys

No new stocks were added by Abdiel Capital Advisors, LP

Additions

Ticker% Inc.
BILL HOLDINGS INC16.61
TOAST INC0.34

Additions to existing portfolio by Abdiel Capital Advisors, LP

Reductions

Ticker% Reduced
CRICUT INC-36.95
APPIAN CORP-34.68
HUBSPOT INC-15.14
FLOOR & DECOR HLDGS INC-5.67
GLOBAL E ONLINE LTD-3.84
AFFIRM HLDGS INC-3.27

Abdiel Capital Advisors, LP reduced stake in above stock

Sold off

Ticker$ Sold
SHOPIFY INC-120,463,000

Abdiel Capital Advisors, LP got rid off the above stocks

Current Stock Holdings of Abdiel Capital Advisors, LP

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AFRMAFFIRM HLDGS INC5.712,233,720109,765,000REDUCED-3.27
APPNAPPIAN CORP12.956,611,440248,987,000REDUCED-34.68
BILLBILL HOLDINGS INC7.261,711,390139,632,000ADDED16.61
CRCTCRICUT INC3.229,386,30061,855,700REDUCED-36.95
FNDFLOOR & DECOR HLDGS INC12.192,100,740234,359,000REDUCED-5.67
GLBEGLOBAL E ONLINE LTD23.1811,243,900445,597,000REDUCED-3.84
HUBSHUBSPOT INC25.11831,259482,579,000REDUCED-15.14
SHOPSHOPIFY INC0.000.000.00SOLD OFF-100
TOSTTOAST INC10.3710,913,500199,280,000ADDED0.34