Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $1.11B
Positions: 9
Period: 2018-12-31
Filed: 2019-02-14
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Portfolio Value
$1.11B
Positions
9
New
0
Increased
4
Decreased
3
Sold Out
8
Abdiel Capital Advisors, LP Q4 2018 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.11B across 9 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). Top holdings include ALTERYX INC ($307.23M), SHOPIFY INC ($256.41M), APPIAN CORP ($199.10M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 4 increases, 3 reductions, 8 complete exits. Notable exits: STURM RUGER & CO INC, MINDBODY INC, NORD ANGLIA EDUCATION INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALTERYX INC COM CL A | $307.23M | 27.57% | +176.7% |
| 2 | SHOPIFY INC CL A | $256.41M | 23.01% | -61.1% |
| 3 | APPIAN CORP CL A | $199.10M | 17.86% | +24.7% |
| 4 | MIMECAST LTD ORD SHS | $185.60M | 16.65% | +6.9% |
| 5 | AXON ENTERPRISE INC COM | $108.32M | 9.72% | -42.3% |
| 6 | ZUORA INC COM CL A | $24.66M | 2.21% | +239.9% |
| 7 | CERIDIAN HCM HLDG INC COM | $13.80M | 1.24% | - |
| 8 | CANNAE HLDGS INC COM | $10.96M | 0.98% | -84.8% |
| 9 | CARGURUS INC COM CL A | $8.43M | 0.76% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
ALTERYX INC | $307.23M | 5,166,199 | +176.7% |
APPIAN CORP | $199.10M | 7,454,291 | +24.7% |
MIMECAST LTD | $185.60M | 5,518,775 | +6.9% |
ZUORA INC | $24.66M | 1,359,600 | +239.9% |