Abdiel Capital Advisors, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Abdiel Capital Advisors, LP reported 7 stock positions worth $1.4 billion. Its top holding was HubSpot (HUBS) at 25.0% of the portfolio, followed by Global-E Online (GLBE, 17.3%) and Toast Class A (TOST, 15.5%). Compared with Q1 2024, it added to 2 and reduced 4. The biggest buy was Bill (BILL, shares +46%) and the biggest sale Floor & Decor Class A (FND, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001578684
- Portfolio Value
- $1.4B (Q2 2024)
- SEC Filing
- 0000904454-24-000466 ↗ filed Aug 14, 2024
Holdings Value
Holdings 7 stocks · $1.4B
| HUBS HubSpot Inc. | 24.96% | 599,833 | $353.8M | Reduce -3.5% |
| GLBE Global-E Online Ltd. | 17.34% | 6,776,495 | $245.8M | Add +1.4% |
| TOST Toast Inc. Class A | 15.55% | 8,550,701 | $220.4M | Reduce -17.8% |
| BILL Bill Holdings Inc. | 12.83% | 3,454,823 | $181.8M | Add +46.4% |
| APPN Appian Corp. Class A | 12.82% | 5,890,304 | $181.8M | No change |
| FND Floor & Decor Holdings Inc. Class A | 12.12% | 1,727,731 | $171.8M | Reduce -3.1% |
| AFRM Affirm Holdings Inc. | 4.39% | 2,059,737 | $62.2M | Reduce -3.3% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
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 |