Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $2.14B
Positions: 13
Period: 2020-03-31
Filed: 2020-05-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015
Portfolio Value
$2.14B
Positions
13
New
4
Increased
6
Decreased
3
Sold Out
12
Abdiel Capital Advisors, LP Q1 2020 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $2.14B across 13 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). Top holdings include ALTERYX INC ($350.99M), APPIAN CORP ($305.32M), SHOPIFY INC ($255.13M). The top 10 positions account for 89.3% of the portfolio. This quarter saw 4 new positions, 6 increases, 3 reductions, 12 complete exits. Notable new buys: SLACK TECHNOLOGIES INC ($162.29M), FLOOR & DECOR HLDGS INC ($117.03M), CARVANA CO ($95.56M). Notable exits: CARGURUS INC, ZUORA INC, CANNAE HLDGS INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALTERYX INC COM CL A | $350.99M | 16.41% | +3.5% |
| 2 | APPIAN CORP CL A | $305.32M | 14.27% | +2.2% |
| 3 | SHOPIFY INC CL A | $255.13M | 11.93% | -35.3% |
| 4 | AXON ENTERPRISE INC COM | $172.32M | 8.06% | +30.9% |
| 5 | FASTLY INC CL A | $168.95M | 7.90% | +126.2% |
| 6 | SLACK TECHNOLOGIES INC COM CL A | $162.29M | 7.59% | New |
| 7 | ZOOM VIDEO COMMUNICATIONS INC CL A | $156.13M | 7.30% | -0.2% |
| 8 | SMARTSHEET INC COM CL A | $126.76M | 5.93% | +5.6% |
| 9 | FLOOR & DECOR HLDGS INC CL A | $117.03M | 5.47% | New |
| 10 | CARVANA CO CL A | $95.56M | 4.47% | New |
| 11 | BILL.COM HOLDINGS INC COM | $87.06M | 4.07% | +1597.0% |
| 12 | MIMECAST LTD ORD SHS | $83.46M | 3.90% | -35.8% |
| 13 | TWILIO INC CL A | $57.86M | 2.71% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
SLACK TECHNOLOGIES INC | $162.29M | 6,046,717 |
FLOOR & DECOR HLDGS INC | $117.03M | 3,646,982 |
CARVANA CO | $95.56M | 1,734,615 |
TWILIO INC | $57.86M | 646,583 |