Abdiel Capital Advisors, LP Q1 2023 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $2.28B

Positions: 9

Period: 2023-03-31

Filed: 2023-05-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Portfolio Value

$2.28B

Positions

New

Increased

Decreased

Sold Out

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). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HUBS$498.58M·GLBE$491.76M·APPN$448.93M·FND$231.12M·TOST$195.31M

+1 new5 increased1 reduced1 exits

Holdings Heatmap

HUBS21.9% · $498.58M+0.2%GLBE21.6% · $491.76M+0.1%APPN19.7% · $448.93M+14.7%FND10.1%+0.3%TOST8.6%New CRCT6.7%

BILL5.5% · $125.32M+20.0%SHOP4.9% · $111.45M-50.8%AFRM1.2%

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds5

FLOOR & DECOR HLDGS INC

Largest Reductions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HUBSHUBSPOT INC	$498.58M	1,162,876	21.86%	+0.2%
2	GLBEGLOBAL E ONLINE LTD	$491.76M	15,257,699	21.56%	+0.1%
3	APPNAPPIAN CORP	$448.93M	10,115,510	19.68%	+14.7%
4	FNDFLOOR & DECOR HLDGS INC	$231.12M	2,353,121	10.13%	+0.3%
5	TOSTTOAST INC	$195.31M	11,003,462	8.56%	New
6	CRCTCRICUT INC	$151.84M	14,886,303	6.66%	-
7	BILLBILL HOLDINGS INC	$125.32M	1,544,528	5.49%	+20.0%
8	SHOPSHOPIFY INC	$111.45M	2,324,788	4.89%	-50.8%
9	AFRMAFFIRM HLDGS INC	$26.62M	2,362,132	1.17%	-

Position Changes

Stock	Value	Shares
TOSTTOAST INC	$195.31M	11,003,462

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