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Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $227.84M
Positions: 8
Period: 2016-03-31
Filed: 2016-05-12

Portfolio Value

$227.84M

Positions

8

New

2

Increased

2

Decreased

4

Sold Out

2

Abdiel Capital Advisors, LP Q1 2016 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $227.84M across 8 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). Top holdings include PROTO LABS INC ($61.25M), SHOPIFY INC ($47.31M), MINDBODY INC ($33.53M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 new positions, 2 increases, 4 reductions, 2 complete exits. Notable new buys: SHOPIFY INC ($47.31M), MIMECAST LTD ($26.96M). Notable exits: CELGENE CORP, GENERAL DYNAMICS CORP.

All Holdings

#StockValueWeightChange
1
PROTO LABS INC
COM
$61.25M
26.88%
-0.0%
2
SHOPIFY INC
CL A
$47.31M
20.77%
New
3
MINDBODY INC
COM CL A
$33.53M
14.71%
+21.8%
4
STURM RUGER & CO INC
COM
$28.91M
12.69%
-59.6%
5
MIMECAST LTD
ORD SHS
$26.96M
11.83%
New
6
NORD ANGLIA EDUCATION INC
SHS
$17.65M
7.74%
+5.2%
7
BIOSPECIFICS TECHNOLOGIES CO
COM
$11.76M
5.16%
-26.5%
8
MIMEDX GROUP INC
COM
$475.00K
0.21%
-91.9%

Position Changes

StockValueShares
SHOPIFY INC
$47.31M1,677,147
MIMECAST LTD
$26.96M2,770,462