Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $839.55M
Positions: 7
Period: 2018-03-31
Filed: 2018-05-14
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Portfolio Value
$839.55M
Positions
7
New
0
Increased
2
Decreased
0
Sold Out
7
Abdiel Capital Advisors, LP Q1 2018 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $839.55M across 7 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). Top holdings include SHOPIFY INC ($195.63M), MIMECAST LTD ($174.48M), AXON ENTERPRISE INC ($168.73M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 increases, 7 complete exits. Notable exits: MINDBODY INC, NORD ANGLIA EDUCATION INC, PROTO LABS INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SHOPIFY INC CL A | $195.63M | 23.30% | - |
| 2 | MIMECAST LTD ORD SHS | $174.48M | 20.78% | - |
| 3 | AXON ENTERPRISE INC COM | $168.73M | 20.10% | +38.8% |
| 4 | APPIAN CORP CL A | $138.73M | 16.52% | +9.8% |
| 5 | ALTERYX INC COM CL A | $136.61M | 16.27% | - |
| 6 | STURM RUGER & CO INC COM | $15.75M | 1.88% | - |
| 7 | CARGURUS INC COM CL A | $9.62M | 1.15% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
AXON ENTERPRISE INC | $168.73M | 4,292,361 | +38.8% |
APPIAN CORP | $138.73M | 5,509,464 | +9.8% |