Abdiel Capital Advisors, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Abdiel Capital Advisors, LP reported 7 stock positions worth $1.6 billion. Its top holding was Bill (BILL) at 26.5% of the portfolio, followed by Appian Class A (APPN, 20.7%) and Global-E Online (GLBE, 13.2%). Compared with Q3 2024, it added to 1 and reduced 4. The biggest buy was Appian Class A (APPN, shares +0%) and the biggest sale Toast Class A (TOST, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001578684
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0000904454-25-000150 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $1.6B
| BILL Bill Holdings Inc. | 26.51% | 5,079,371 | $430.3M | Reduce -0.8% |
| APPN Appian Corp. Class A | 20.69% | 10,179,538 | $335.7M | Add +0.1% |
| GLBE Global-E Online Ltd. | 13.16% | 3,915,413 | $213.5M | Reduce -33.9% |
| HUBS HubSpot Inc. | 12.70% | 295,789 | $206.1M | Reduce -41.5% |
| FND Floor & Decor Holdings Inc. Class A | 10.61% | 1,727,731 | $172.3M | No change |
| TOST Toast Inc. Class A | 8.60% | 3,829,470 | $139.6M | Reduce -55.2% |
| AFRM Affirm Holdings Inc. | 7.73% | 2,059,737 | $125.4M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| APPN Appian Corp. Class A | Add +0.1% | 20.69% | −0.29 |
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 |