Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $2.28B
Positions: 9
Period: 2023-03-31
Filed: 2023-05-15
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
$2.28B
Positions
9
New
1
Increased
5
Decreased
1
Sold Out
25
Abdiel Capital Advisors, LP Q1 2023 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $2.28B across 9 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). Top holdings include HUBSPOT INC ($498.58M), GLOBAL E ONLINE LTD ($491.76M), APPIAN CORP ($448.93M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 new positions, 5 increases, 1 reductions, 25 complete exits. Notable new buy: TOAST INC ($195.31M). Notable exits: SAMSARA INC, AXON ENTERPRISE INC, FASTLY INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | HUBSPOT INC COM | $498.58M | 21.86% | +0.2% |
| 2 | GLOBAL E ONLINE LTD SHS | $491.76M | 21.56% | +0.1% |
| 3 | APPIAN CORP CL A | $448.93M | 19.68% | +14.7% |
| 4 | FLOOR & DECOR HLDGS INC CL A | $231.12M | 10.13% | +0.3% |
| 5 | TOAST INC CL A | $195.31M | 8.56% | New |
| 6 | CRICUT INC COM CL A | $151.84M | 6.66% | - |
| 7 | BILL HOLDINGS INC COM | $125.32M | 5.49% | +20.0% |
| 8 | SHOPIFY INC CL A | $111.45M | 4.89% | -50.8% |
| 9 | AFFIRM HLDGS INC COM CL A | $26.62M | 1.17% | - |
Position Changes
| Stock | Value | Shares |
|---|---|---|
TOAST INC | $195.31M | 11,003,462 |