Abdiel Capital Advisors, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Abdiel Capital Advisors, LP reported 7 stock positions worth $71.0 million. Its top holding was HCA Healthcare (HCA) at 44.2% of the portfolio, followed by Global-E Online (GLBE, 19.8%) and Affirm (AFRM, 15.1%). Compared with Q3 2025, it opened 1 new position, added to 2 and reduced 4. The biggest buy was a new position in Coupang (CPNG) and the biggest sale Affirm (AFRM, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001578684
- Portfolio Value
- $71.0M (Q4 2025)
- SEC Filing
- 0000904454-26-000115 ↗ filed Feb 17, 2026
Holdings Value
Holdings 7 stocks · $71.0M
| HCA HCA Healthcare Inc. | 44.24% | 67,238 | $31.4M | Reduce -80.6% |
| GLBE Global-E Online Ltd. | 19.77% | 356,830 | $14.0M | Reduce -82.0% |
| AFRM Affirm Holdings Inc. | 15.11% | 144,046 | $10.7M | Reduce -85.0% |
| APPN Appian Corp. Class A | 12.40% | 248,450 | $8.8M | Reduce -81.2% |
| CPNG Coupang Inc. | 6.02% | 180,974 | $4.3M | New |
| TBBB BBB Foods Inc. Class A | 2.28% | 48,420 | $1.6M | Add +19.8% |
| GBTG Global Business Travel Group | 0.19% | 17,856 | $137K | Add +4.8% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |