SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $4.06B
Positions: 13
Period: 2021-09-30
Filed: 2021-11-15
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

$4.06B

Positions

13

New

2

Increased

1

Decreased

1

Sold Out

17

Abdiel Capital Advisors, LP Q3 2021 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $4.06B across 13 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). Top holdings include BILL.COM HLDGS INC ($604.68M), FLOOR & DECOR HLDGS INC ($602.04M), APPIAN CORP ($488.55M). The top 10 positions account for 95.0% of the portfolio. This quarter saw 2 new positions, 1 increases, 1 reductions, 17 complete exits. Notable new buys: GLOBAL E ONLINE LTD ($369.74M), GOODRX HLDGS INC ($360.69M). Notable exits: SMARTSHEET INC, CARVANA CO, SLACK TECHNOLOGIES INC.

All Holdings

#StockValue↓WeightChange
1
BILL.COM HLDGS INC
COM
$604.68M
14.88%
-
2
FLOOR & DECOR HLDGS INC
CL A
$602.04M
14.82%
-
3
APPIAN CORP
CL A
$488.55M
12.02%
-
4
FASTLY INC
CL A
$480.02M
11.81%
-
5
GLOBAL E ONLINE LTD
SHS
$369.74M
9.10%
New
6
GOODRX HLDGS INC
COM CL A
$360.69M
8.88%
New
7
SHOPIFY INC
CL A
$315.17M
7.76%
-
8
CRICUT INC
COM CL A
$258.60M
6.36%
+160.0%
9
AFFIRM HOLDINGS INC
COM CL A
$201.05M
4.95%
-
10
ZOOM VIDEO COMMUNICATIONS INC
CL A
$179.03M
4.41%
-
11
AXON ENTERPRISE INC
COM
$115.59M
2.84%
-
12
ALTERYX INC
COM CL A
$82.37M
2.03%
-0.3%
13
ZOOMINFO TECHNOLOGIES INC
COM CL A
$6.12M
0.15%
-

Position Changes

StockValueShares
GLOBAL E ONLINE LTD
$369.74M5,149,605
GOODRX HLDGS INC
$360.69M8,792,967