Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $3.18B
Positions: 10
Period: 2020-09-30
Filed: 2020-11-16
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
$3.18B
Positions
10
New
0
Increased
0
Decreased
4
Sold Out
16
Abdiel Capital Advisors, LP Q3 2020 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $3.18B across 10 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include FASTLY INC ($890.12M), APPIAN CORP ($521.85M), FLOOR & DECOR HLDGS INC ($372.82M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 4 reductions, 16 complete exits. Notable exits: CARVANA CO, SLACK TECHNOLOGIES INC, MIMECAST LTD.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FASTLY INC CL A | $890.12M | 27.96% | - |
| 2 | APPIAN CORP CL A | $521.85M | 16.39% | - |
| 3 | FLOOR & DECOR HLDGS INC CL A | $372.82M | 11.71% | - |
| 4 | ZOOM VIDEO COMMUNICATIONS INC CL A | $321.31M | 10.09% | -36.0% |
| 5 | SHOPIFY INC CL A | $267.95M | 8.42% | -31.4% |
| 6 | BILL COM HLDGS INC COM | $228.87M | 7.19% | -20.8% |
| 7 | ALTERYX INC COM CL A | $227.51M | 7.15% | -16.2% |
| 8 | AXON ENTERPRISE INC COM | $198.17M | 6.22% | - |
| 9 | SMARTSHEET INC COM CL A | $150.92M | 4.74% | - |
| 10 | ZOOMINFO TECHNOLOGIES INC COM CL A | $4.30M | 0.14% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
ZOOM VIDEO COMMUNICATIONS INC | $321.31M | 683,469 | -36.0% |
SHOPIFY INC | $267.95M | 261,934 | -31.4% |
BILL COM HLDGS INC | $228.87M | 2,281,619 | -20.8% |
ALTERYX INC | $227.51M | 2,003,637 | -16.2% |