Abdiel Capital Advisors, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Abdiel Capital Advisors, LP reported 5 stock positions worth $52.0 million. Its top holding was HCA Healthcare (HCA) at 68.3% of the portfolio, followed by Global-E Online (GLBE, 18.6%) and Affirm (AFRM, 11.9%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 2 and reduced 2. The biggest buy was HCA Healthcare (HCA, shares +12%) and the biggest sale an exit from Appian Class A (APPN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001578684
Portfolio Value
$52.0M (Q1 2026)
SEC Filing
0001578684-26-000001 ↗ filed May 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $970.1M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $330.5M Q3 2025 Q4 2025: $71.0M Q4 2025 Q1 2026: $52.0M $52.0M Q1 2026 Q2 2026: $51.8M Q2 2026

Holdings 5 stocks · $52.0M
HCA HCA Healthcare Inc. 68.32% 75,137 $35.6M Add +11.8%
GLBE Global-E Online Ltd. 18.65% 314,615 $9.7M Reduce -11.8%
AFRM Affirm Holdings Inc. 11.86% 134,741 $6.2M Reduce -6.5%
NAVN Navan Inc. Class A 0.94% 37,000 $490K New
GBTG Global Business Travel Group 0.23% 21,100 $118K Add +18.2%

Portfolio Sells Q4 2025 → Q1 2026
APPN Appian Corp. Class A Sold out 0.00% −12.40
CPNG Coupang Inc. Sold out 0.00% −6.02
AFRM Affirm Holdings Inc. Reduce -6.5% 11.86% −3.25
TBBB BBB Foods Inc. Class A Sold out 0.00% −2.28
GLBE Global-E Online Ltd. Reduce -11.8% 18.65% −1.12

Portfolio Buys Q4 2025 → Q1 2026
HCA HCA Healthcare Inc. Add +11.8% 68.32% +24.08
NAVN Navan Inc. Class A New 0.94% +0.94
GBTG Global Business Travel Group Add +18.2% 0.23% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$51.8MHCA, AFRM, GLBE, NAVN, GBTG
Q1 2026 5$52.0MHCA, GLBE, AFRM, NAVN, GBTG
Q4 2025 7$71.0MHCA, GLBE, AFRM, APPN, CPNG
Q3 2025 6$330.5MHCA, GLBE, AFRM, APPN, TBBB
Q2 2025 8$1.1BHCA, APPN, TOST, BILL, FND
Q1 2025 7$970.1MAPPN, HCA, FND, BILL, TOST
Q4 2024 7$1.6BBILL, APPN, GLBE, HUBS, FND
Q3 2024 7$1.7BAPPN, BILL, HUBS, TOST, GLBE
Q2 2024 7$1.4BHUBS, GLBE, TOST, BILL, APPN
Q1 2024 7$1.6BHUBS, TOST, GLBE, APPN, FND