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Abdiel Capital Advisors, LP Q4 2025 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $70.96M

Positions: 7

Period: 2025-12-31

Filed: 2026-02-17

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

New positions

Added to

Trimmed

Exited

Abdiel Capital Advisors, LP Q4 2025 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $70.96M across 7 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HCA$31.39M·GLBE$14.03M·AFRM$10.72M·APPN$8.80M·CPNG$4.27M

+1 new2 increased4 reduced

Holdings Heatmap

HCA44.2% · $31.39M-80.6%GLBE19.8% · $14.03M-82.0%AFRM15.1% · $10.72M-85.0%APPN12.4%-81.2%CPNG6.0%New

TBBB2.3% · $1.62M+19.8%GBTG0.2%+4.8%

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds2

GLOBAL BUSINESS TRAVEL GROUP

Largest Reductions4

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HCAHCA HEALTHCARE INC	$31.39M	67,238	44.24%	-80.6%
2	GLBEGLOBAL E ONLINE LTD	$14.03M	356,830	19.77%	-82.0%
3	AFRMAFFIRM HLDGS INC	$10.72M	144,046	15.11%	-85.0%
4	APPNAPPIAN CORP	$8.80M	248,450	12.40%	-81.2%
5	CPNGCOUPANG INC	$4.27M	180,974	6.02%	New
6	TBBBBBB FOODS INC	$1.62M	48,420	2.28%	+19.8%
7	GBTGGLOBAL BUSINESS TRAVEL GROUP	$136.60K	17,856	0.19%	+4.8%

Position Changes

Stock	Value	Shares
CPNGCOUPANG INC	$4.27M	180,974

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