Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $548.88M
Positions: 8
Period: 2017-06-30
Filed: 2017-08-14
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Portfolio Value
$548.88M
Positions
8
New
3
Increased
0
Decreased
4
Sold Out
5
Abdiel Capital Advisors, LP Q2 2017 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $548.88M across 8 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). Top holdings include SHOPIFY INC ($152.07M), MINDBODY INC ($109.25M), MIMECAST LTD ($100.89M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 3 new positions, 4 reductions, 5 complete exits. Notable new buys: AXON ENTERPRISE INC ($73.86M), APPIAN CORP ($56.98M), ALTERYX INC ($24.46M). Notable exits: PROTO LABS INC, BIOSPECIFICS TECHNOLOGIES CO, MIMEDX GROUP INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SHOPIFY INC CL A | $152.07M | 27.71% | -25.4% |
| 2 | MINDBODY INC COM CL A | $109.25M | 19.90% | - |
| 3 | MIMECAST LTD ORD SHS | $100.89M | 18.38% | -0.0% |
| 4 | AXON ENTERPRISE INC COM | $73.86M | 13.46% | New |
| 5 | APPIAN CORP CL A | $56.98M | 10.38% | New |
| 6 | ALTERYX INC COM CL A | $24.46M | 4.46% | New |
| 7 | STURM RUGER & CO INC COM | $18.64M | 3.40% | -48.1% |
| 8 | NORD ANGLIA EDUCATION INC SHS | $12.72M | 2.32% | -66.1% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
AXON ENTERPRISE INC | $73.86M | 2,937,957 |
APPIAN CORP | $56.98M | 3,139,477 |
ALTERYX INC | $24.46M | 1,253,072 |