SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $665.05M
Positions: 7
Period: 2017-12-31
Filed: 2018-02-12

Portfolio Value

$665.05M

Positions

7

New

1

Increased

4

Decreased

0

Sold Out

7

Abdiel Capital Advisors, LP Q4 2017 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $665.05M across 7 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). Top holdings include SHOPIFY INC ($158.59M), APPIAN CORP ($157.94M), MIMECAST LTD ($141.19M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 new positions, 4 increases, 7 complete exits. Notable new buy: CARGURUS INC ($7.50M). Notable exits: MINDBODY INC, NORD ANGLIA EDUCATION INC, PROTO LABS INC.

All Holdings

#StockValueWeightChange
1
SHOPIFY INC
CL A
$158.59M
23.85%
+12.2%
2
APPIAN CORP
CL A
$157.94M
23.75%
+32.8%
3
MIMECAST LTD
ORD SHS
$141.19M
21.23%
-
4
ALTERYX INC
COM CL A
$101.11M
15.20%
+1.9%
5
AXON ENTERPRISE INC
COM
$81.96M
12.32%
+106.9%
6
STURM RUGER & CO INC
COM
$16.75M
2.52%
-
7
CARGURUS INC
COM CL A
$7.50M
1.13%
New

Position Changes

StockValueShares
CARGURUS INC
$7.50M250,000