Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $1.56B
Positions: 10
Period: 2019-06-30
Filed: 2019-08-14
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Portfolio Value
$1.56B
Positions
10
New
3
Increased
0
Decreased
4
Sold Out
10
Abdiel Capital Advisors, LP Q2 2019 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.56B across 10 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). Top holdings include ALTERYX INC ($438.01M), SHOPIFY INC ($356.95M), APPIAN CORP ($269.06M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 3 new positions, 4 reductions, 10 complete exits. Notable new buys: SMARTSHEET INC ($108.74M), FASTLY INC ($45.70M), ZOOM VIDEO COMMUNICATIONS INC ($23.37M). Notable exits: CANNAE HLDGS INC, CERIDIAN HCM HLDG INC, STURM RUGER & CO INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALTERYX INC COM CL A | $438.01M | 28.02% | -0.1% |
| 2 | SHOPIFY INC CL A | $356.95M | 22.83% | -24.9% |
| 3 | APPIAN CORP CL A | $269.06M | 17.21% | - |
| 4 | MIMECAST LTD ORD SHS | $172.10M | 11.01% | -14.4% |
| 5 | AXON ENTERPRISE INC COM | $119.46M | 7.64% | -12.3% |
| 6 | SMARTSHEET INC COM CL A | $108.74M | 6.96% | New |
| 7 | FASTLY INC CL A | $45.70M | 2.92% | New |
| 8 | ZOOM VIDEO COMMUNICATIONS INC CL A | $23.37M | 1.50% | New |
| 9 | ZUORA INC COM CL A | $20.83M | 1.33% | - |
| 10 | CARGURUS INC COM CL A | $9.03M | 0.58% | - |
Position Changes
| Stock | Value | Shares |
|---|---|---|
SMARTSHEET INC | $108.74M | 2,246,700 |
FASTLY INC | $45.70M | 2,253,248 |
ZOOM VIDEO COMMUNICATIONS INC | $23.37M | 263,240 |