Abdiel Capital Advisors, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Abdiel Capital Advisors, LP reported 7 stock positions worth $1.6 billion. Its top holding was HubSpot (HUBS) at 24.3% of the portfolio, followed by Toast Class A (TOST, 16.2%) and Global-E Online (GLBE, 15.2%). Compared with Q4 2023, it sold out of 1, added to 1 and reduced 6. The biggest buy was Bill (BILL, shares +38%) and the biggest sale Global-E Online (GLBE, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001578684
- Portfolio Value
- $1.6B (Q1 2024)
- SEC Filing
- 0000904454-24-000315 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $1.6B
| HUBS HubSpot Inc. | 24.34% | 621,319 | $389.3M | Reduce -25.3% |
| TOST Toast Inc. Class A | 16.21% | 10,402,454 | $259.2M | Reduce -4.7% |
| GLBE Global-E Online Ltd. | 15.19% | 6,680,754 | $242.8M | Reduce -40.6% |
| APPN Appian Corp. Class A | 14.71% | 5,890,304 | $235.3M | Reduce -10.9% |
| FND Floor & Decor Holdings Inc. Class A | 14.45% | 1,782,746 | $231.1M | Reduce -15.1% |
| BILL Bill Holdings Inc. | 10.14% | 2,359,427 | $162.1M | Add +37.9% |
| AFRM Affirm Holdings Inc. | 4.96% | 2,129,044 | $79.3M | Reduce -4.7% |
Portfolio Sells Q4 2023 → Q1 2024
| GLBE Global-E Online Ltd. | Reduce -40.6% | 15.19% | −8.00 |
| CRCT Cricut Inc. Class A | Sold out | 0.00% | −3.22 |
| HUBS HubSpot Inc. | Reduce -25.3% | 24.34% | −0.76 |
| AFRM Affirm Holdings Inc. | Reduce -4.7% | 4.96% | −0.75 |
| APPN Appian Corp. Class A | Reduce -10.9% | 14.71% | +1.76 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -15.1% | 14.45% | +2.26 |
| TOST Toast Inc. Class A | Reduce -4.7% | 16.21% | +5.84 |
Portfolio Buys Q4 2023 → Q1 2024
| BILL Bill Holdings Inc. | Add +37.9% | 10.14% | +2.87 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $51.8M | HCA, AFRM, GLBE, NAVN, GBTG |
| Q1 2026 | 5 | $52.0M | HCA, GLBE, AFRM, NAVN, GBTG |
| Q4 2025 | 7 | $71.0M | HCA, GLBE, AFRM, APPN, CPNG |
| Q3 2025 | 6 | $330.5M | HCA, GLBE, AFRM, APPN, TBBB |
| Q2 2025 | 8 | $1.1B | HCA, APPN, TOST, BILL, FND |
| Q1 2025 | 7 | $970.1M | APPN, HCA, FND, BILL, TOST |
| Q4 2024 | 7 | $1.6B | BILL, APPN, GLBE, HUBS, FND |
| Q3 2024 | 7 | $1.7B | APPN, BILL, HUBS, TOST, GLBE |
| Q2 2024 | 7 | $1.4B | HUBS, GLBE, TOST, BILL, APPN |
| Q1 2024 | 7 | $1.6B | HUBS, TOST, GLBE, APPN, FND |