Abdiel Capital Advisors, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Abdiel Capital Advisors, LP reported 7 stock positions worth $1.7 billion. Its top holding was Appian Class A (APPN) at 21.0% of the portfolio, followed by Bill (BILL, 16.3%) and HubSpot (HUBS, 16.2%). Compared with Q2 2024, it added to 2 and reduced 2. The biggest buy was Appian Class A (APPN, shares +73%) and the biggest sale HubSpot (HUBS, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001578684
- Portfolio Value
- $1.7B (Q3 2024)
- SEC Filing
- 0000904454-24-000615 ↗ filed Nov 14, 2024
Holdings Value
Holdings 7 stocks · $1.7B
| APPN Appian Corp. Class A | 20.98% | 10,169,273 | $347.2M | Add +72.6% |
| BILL Bill Holdings Inc. | 16.33% | 5,121,139 | $270.2M | Add +48.2% |
| HUBS HubSpot Inc. | 16.25% | 505,755 | $268.9M | Reduce -15.7% |
| TOST Toast Inc. Class A | 14.63% | 8,550,701 | $242.1M | No change |
| GLBE Global-E Online Ltd. | 13.77% | 5,927,495 | $227.9M | Reduce -12.5% |
| FND Floor & Decor Holdings Inc. Class A | 12.96% | 1,727,731 | $214.5M | No change |
| AFRM Affirm Holdings Inc. | 5.08% | 2,059,737 | $84.1M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |